VWM
IBDT icon

Valley Wealth Managers’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Valley Wealth Managers’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 		$1.17M Sell
46,359
-1,435
-3% -$36.2K 0.07% 136
2026
Q1 		$1.21M Buy
47,794
+841
+2% +$21.4K 0.08% 127
2025
Q4 		$1.2M Buy
46,953
+1,125
+2% +$28.7K 0.08% 129
2025
Q3 		$1.17M Sell
45,828
-1,948
-4% -$49.5K 0.08% 125
2025
Q2 		$1.21M Buy
47,776
+9
+0% +$227 0.09% 126
2025
Q1 		$1.21M Sell
47,767
-1,153
-2% -$28.9K 0.09% 125
2024
Q4 		$1.22M Sell
48,920
-381
-0.8% -$9.57K 0.09% 125
2024
Q3 		$1.26M Buy
49,301
+272
+0.6% +$6.86K 0.09% 124
2024
Q2 		$1.21M Buy
49,029
+3,894
+9% +$96K 0.1% 125
2024
Q1 		$1.12M Buy
45,135
+8,579
+23% +$214K 0.08% 124
2023
Q4 		$917K Buy
36,556
+3,953
+12% +$96K 0.07% 124
2023
Q3 		$783K Buy
32,603
+1,975
+6% +$48.1K 0.07% 131
2023
Q2 		$750K Buy
30,628
+6,912
+29% +$171K 0.07% 112
2023
Q1 		$591K Buy
23,716
+2,461
+12% +$60.8K 0.05% 120
2022
Q4 		$516K Buy
21,255
+4,005
+23% +$96.5K 0.05% 122
2022
Q3 		$410K Buy
17,250
+6,632
+62% +$165K 0.04% 129
2022
Q2 		$265K Buy
+10,618
New +$269K 0.02% 158

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

Valley Wealth Managers's IBDT Position: Q2 2026 in Review

Valley Wealth Managers reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3% in Q2 2026, selling an estimated $36.2K and leaving 46,359 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #136.

Valley Wealth Managers first reported a position in IBDT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q3 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Valley Wealth Managers held 46,359 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.17M as of Q2 2026.
  • Valley Wealth Managers sold 1,435 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $36.2K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.07% of Valley Wealth Managers's portfolio in Q2 2026, its #136 holding.
  • Valley Wealth Managers first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
  • Valley Wealth Managers's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.26M in Q3 2024.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.