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Wealth Advisory Solutions’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Wealth Advisory Solutions’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 		$236K Buy
+9,353
New +$236K 0.05% 137
2020
Q4 		– Sell
-44,547
Closed -$1.3M – 178
2020
Q3 		$1.3M Sell
44,547
-20,068
-31% -$587K 0.34% 72
2020
Q2 		$1.86M Buy
64,615
+32,748
+103% +$910K 0.52% 58
2020
Q1 		$836K Sell
31,867
-427
-1% -$11.8K 0.28% 80
2019
Q4 		$896K Buy
+32,294
New +$895K 0.24% 90

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

Wealth Advisory Solutions's IBDT Position: Q2 2026 in Review

Wealth Advisory Solutions opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 9,353 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #137 among its holdings. This is a return to the name: Wealth Advisory Solutions previously reported a position in IBDT as recently as Q3 2020.

Wealth Advisory Solutions first reported a position in IBDT in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.86M in Q2 2020. 151 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Wealth Advisory Solutions held 9,353 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $236K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF was a new Wealth Advisory Solutions position in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Wealth Advisory Solutions's portfolio in Q2 2026, its #137 holding.
  • Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2019 and has held it in 5 quarters since.
  • Wealth Advisory Solutions's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.86M in Q2 2020.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.