Van Hulzen Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Van Hulzen Asset Management’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	$666K	Buy	26,369 +2,526	+11%	+$63.8K	0.05%	223
2026 Q1	$604K	Buy	23,843 +13,314	+126%	+$339K	0.04%	211
2025 Q4	$268K	Buy	10,529 +2,262	+27%	+$57.6K	0.02%	283
2025 Q3	$211K	Buy	+8,267	New	+$210K	0.02%	315
2025 Q1	–	Sell	-1,932	Closed	-$48.1K	–	645
2024 Q4	$48.1K	Buy	+1,932	New	+$48.5K	﹤0.01%	514

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

Van Hulzen Asset Management's IBDT Position: Q2 2026 in Review

Van Hulzen Asset Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 11% in Q2 2026, buying an estimated $63.8K and bringing the position to 26,369 shares worth $666K. The position accounts for 0.05% of the portfolio, ranked #223.

Van Hulzen Asset Management first reported a position in IBDT in Q4 2024 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Van Hulzen Asset Management held 26,369 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $666K as of Q2 2026.
Van Hulzen Asset Management bought 2,526 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $63.8K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Van Hulzen Asset Management's portfolio in Q2 2026, its #223 holding.
Van Hulzen Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 5 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.