Venture Visionary Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Venture Visionary Partners’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	$2.9M	Buy	114,771 +91	+0.1%	+$2.3K	0.08%	199
2026 Q1	$2.9M	Buy	114,680 +2,699	+2%	+$68.6K	0.1%	177
2025 Q4	$2.93M	Sell	111,981 -13,882	-11%	-$354K	0.1%	176
2025 Q3	$3.21M	Sell	125,863 -4,858	-4%	-$123K	0.11%	162
2025 Q2	$3.32M	Sell	130,721 -38,965	-23%	-$982K	0.12%	150
2025 Q1	$4.29M	Buy	169,686 +7,554	+5%	+$189K	0.18%	125
2024 Q4	$4.04M	Buy	162,132 +13,893	+9%	+$349K	0.17%	132
2024 Q3	$3.78M	Sell	148,239 -3,000	-2%	-$75.6K	0.16%	132
2024 Q2	$3.75M	Buy	151,239 +3,893	+3%	+$96K	0.17%	131
2024 Q1	$3.67M	Buy	147,346 +12,337	+9%	+$307K	0.17%	130
2023 Q4	$3.39M	Sell	135,009 -234,136	-63%	-$5.69M	0.18%	130
2023 Q3	$8.87M	Buy	369,145 +12,874	+4%	+$313K	0.53%	48
2023 Q2	$8.73M	Buy	356,271 +20,183	+6%	+$500K	0.51%	49
2023 Q1	$8.38M	Buy	336,088 +139,240	+71%	+$3.44M	0.53%	47
2022 Q4	$4.78M	Buy	+196,848	New	+$4.74M	0.35%	72

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

Venture Visionary Partners's IBDT Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.08% in Q2 2026, buying an estimated $2.3K and bringing the position to 114,771 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #199.

Venture Visionary Partners first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.87M in Q3 2023. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Venture Visionary Partners held 114,771 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.9M as of Q2 2026.
Venture Visionary Partners bought 91 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $2.3K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.08% of Venture Visionary Partners's portfolio in Q2 2026, its #199 holding.
Venture Visionary Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Venture Visionary Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $8.87M in Q3 2023.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.