Valley Wealth Managers
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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
Q3 		$1.1M Sell
44,077
-2,282
-5% -$57.3K 0.06% 137
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% -$9.6K 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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Valley Wealth Managers's IBDT Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.9% in Q3 2026, selling an estimated $57.3K and leaving 44,077 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #137.

Valley Wealth Managers first reported a position in IBDT in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q3 2024. 128 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Valley Wealth Managers held 44,077 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.1M as of Q3 2026.
  • Valley Wealth Managers sold 2,282 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $57.3K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of Valley Wealth Managers's portfolio in Q3 2026, its #137 holding.
  • Valley Wealth Managers first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2022 and has held it in 18 quarters since.
  • Valley Wealth Managers's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.26M in Q3 2024.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.