Truist Financial
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Truist Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Truist Financial’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7M Buy
939,140
+69,922
+8% +$1.77M 0.03% 393
2026
Q1 		$22M Buy
869,218
+11,980
+1% +$305K 0.03% 392
2025
Q4 		$21.8M Buy
857,238
+9,402
+1% +$240K 0.03% 388
2025
Q3 		$21.6M Sell
847,836
-8,792
-1% -$223K 0.03% 388
2025
Q2 		$21.8M Buy
856,628
+4,147
+0.5% +$105K 0.03% 377
2025
Q1 		$21.5M Sell
852,481
-8,448
-1% -$212K 0.03% 365
2024
Q4 		$21.4M Buy
860,929
+421,493
+96% +$10.6M 0.03% 373
2024
Q3 		$11.2M Buy
439,436
+4,786
+1% +$121K 0.02% 549
2024
Q2 		$10.8M Buy
434,650
+19,850
+5% +$489K 0.02% 584
2024
Q1 		$10.3M Buy
414,800
+43,562
+12% +$1.08M 0.02% 616
2023
Q4 		$9.31M Buy
371,238
+33,326
+10% +$809K 0.01% 638
2023
Q3 		$8.12M Buy
337,912
+21,560
+7% +$525K 0.01% 650
2023
Q2 		$7.75M Buy
316,352
+19,338
+7% +$479K 0.01% 675
2023
Q1 		$7.41M Buy
297,014
+208,724
+236% +$5.15M 0.01% 681
2022
Q4 		$2.14M Buy
88,290
+260
+0.3% +$6.27K ﹤0.01% 1178
2022
Q3 		$2.09M Buy
88,030
+20,416
+30% +$509K ﹤0.01% 1144
2022
Q2 		$1.69M Buy
67,614
+34,203
+102% +$867K ﹤0.01% 1304
2022
Q1 		$880K Sell
33,411
-6,115
-15% -$166K ﹤0.01% 1697
2021
Q4 		$1.12M Sell
39,526
-21,288
-35% -$605K ﹤0.01% 1571
2021
Q3 		$1.74M Hold
60,814
– – ﹤0.01% 1341
2021
Q2 		$1.76M Sell
60,814
-1,088
-2% -$31.1K ﹤0.01% 1362
2021
Q1 		$1.75M Buy
61,902
+774
+1% +$22.4K ﹤0.01% 1299
2020
Q4 		$1.81M Buy
61,128
+45,804
+299% +$1.34M ﹤0.01% 1212
2020
Q3 		$446K Buy
15,324
+6,315
+70% +$185K ﹤0.01% 1782
2020
Q2 		$260K Buy
+9,009
New +$250K ﹤0.01% 2049

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial's IBDT Position: Q2 2026 in Review

Truist Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 8% in Q2 2026, buying an estimated $1.77M and bringing the position to 939,140 shares worth $23.7M. The position accounts for 0.03% of the portfolio, ranked #393.

Truist Financial first reported a position in IBDT in Q2 2020 and has held it in 25 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Truist Financial held 939,140 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $23.7M as of Q2 2026.
  • Truist Financial bought 69,922 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.77M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #393 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2020 and has held it in 25 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.