Twin Cities Retirement Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Twin Cities Retirement Group’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	$4.75M	Sell	188,280 -3,305	-2%	-$83.5K	4.07%	9
2026 Q1	$4.85M	Sell	191,585 -4,426	-2%	-$113K	4.44%	7
2025 Q4	$4.99M	Buy	+196,011	New	+$4.99M	4.82%	7

Other funds holding IBDT

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return