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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Twin Cities Retirement Group's IBDT Position: Q2 2026 in Review

Twin Cities Retirement Group reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.7% in Q2 2026, selling an estimated $83.5K and leaving 188,280 shares worth $4.75M. The position accounts for 4.07% of the portfolio, ranked #9.

Twin Cities Retirement Group first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.99M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Twin Cities Retirement Group held 188,280 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.75M as of Q2 2026.
Twin Cities Retirement Group sold 3,305 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $83.5K.
iShares iBonds Dec 2028 Term Corporate ETF made up 4.07% of Twin Cities Retirement Group's portfolio in Q2 2026, its #9 holding.
Twin Cities Retirement Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Twin Cities Retirement Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.99M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Twin Cities Retirement Group's 13F filing for Q2 2026, filed 8 Jul 2026.