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Trust Company’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Trust Company’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
Q3 		$79.7K Buy
3,194
+519
+19% +$13K 0.01% 266
2026
Q2 		$67.5K Hold
2,675
– – 0.01% 262
2026
Q1 		$67.8K Buy
2,675
+10
+0.4% +$254 0.01% 269
2025
Q4 		$67.8K Sell
2,665
-1,333
-33% -$34K 0.01% 255
2025
Q3 		$102K Hold
3,998
– – 0.01% 172
2025
Q2 		$102K Buy
3,998
+992
+33% +$25K 0.01% 176
2025
Q1 		$75.9K Buy
3,006
+1,004
+50% +$25.2K 0.01% 200
2024
Q4 		$49.9K Hold
2,002
– – 0.01% 226
2024
Q3 		$51.1K Hold
2,002
– – 0.01% 197
2024
Q2 		$49.6K Hold
2,002
– – 0.01% 187
2024
Q1 		$49.9K Buy
+2,002
New +$49.8K 0.01% 183

Other funds holding IBDT

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Trust Company's IBDT Position: Q3 2026 in Review

Trust Company increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 19% in Q3 2026, buying an estimated $13K and bringing the position to 3,194 shares worth $79.7K. The position accounts for 0.01% of the portfolio, ranked #266.

Trust Company first reported a position in IBDT in Q1 2024 and has held it in 11 quarters since. The position peaked at $102K in Q3 2025. 18 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Trust Company held 3,194 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $79.7K as of Q3 2026.
  • Trust Company bought 519 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $13K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #266 holding.
  • Trust Company first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • Trust Company's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $102K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.