Vise Technologies’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Vise Technologies’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	$232K	Buy	+9,198	New	+$232K	﹤0.01%	1605

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

Vise Technologies's IBDT Position: Q2 2026 in Review

Vise Technologies opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 9,198 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings.

435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Vise Technologies held 9,198 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $232K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new Vise Technologies position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1605 holding.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.