WA
IBDT icon

Waverly Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Waverly Advisors’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 		$586K Buy
23,227
+12,131
+109% +$306K ﹤0.01% 1101
2026
Q1 		$281K Buy
+11,096
New +$282K ﹤0.01% 1328

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors's IBDT Position: Q2 2026 in Review

Waverly Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 109% in Q2 2026, buying an estimated $306K and bringing the position to 23,227 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Waverly Advisors first reported a position in IBDT in Q1 2026 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Waverly Advisors held 23,227 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $586K as of Q2 2026.
  • Waverly Advisors bought 12,131 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $306K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1101 holding.
  • Waverly Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.