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Virginia Wealth Management Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Virginia Wealth Management 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 		$6.31M Buy
249,890
+50,275
+25% +$1.27M 3.14% 6
2026
Q1 		$5.06M Sell
199,615
-970
-0.5% -$24.7K 2.71% 13
2025
Q4 		$5.11M Buy
200,585
+6,240
+3% +$159K 2.98% 9
2025
Q3 		$4.96M Buy
194,345
+15,160
+8% +$385K 2.86% 12
2025
Q2 		$4.55M Buy
179,185
+4,480
+3% +$113K 2.77% 14
2025
Q1 		$4.41M Buy
174,705
+20,200
+13% +$506K 2.73% 14
2024
Q4 		$3.85M Buy
154,505
+19,385
+14% +$487K 2.38% 20
2024
Q3 		$3.45M Buy
135,120
+8,275
+7% +$209K 2.16% 22
2024
Q2 		$3.14M Sell
126,845
-275
-0.2% -$6.78K 2.58% 15
2024
Q1 		$3.17M Sell
127,120
-3,785
-3% -$94.2K 2.59% 13
2023
Q4 		$3.28M Buy
+130,905
New +$3.18M 2.87% 8

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Virginia Wealth Management Group's IBDT Position: Q2 2026 in Review

Virginia Wealth Management Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 25% in Q2 2026, buying an estimated $1.27M and bringing the position to 249,890 shares worth $6.31M. The position accounts for 3.14% of the portfolio, ranked #6.

Virginia Wealth Management Group first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Virginia Wealth Management Group held 249,890 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.31M as of Q2 2026.
  • Virginia Wealth Management Group bought 50,275 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.27M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 3.14% of Virginia Wealth Management Group's portfolio in Q2 2026, its #6 holding.
  • Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.