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 Q3	$233K	Hold	9,353	–	–	0.05%	140
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Wealth Advisory Solutions's IBDT Position: Q3 2026 in Review

Wealth Advisory Solutions held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2026 at 9,353 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #140.

Wealth Advisory Solutions first reported a position in IBDT in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.86M in Q2 2020. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

Wealth Advisory Solutions held 9,353 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $233K as of Q3 2026.
Wealth Advisory Solutions left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2026, its #140 holding.
Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2019 and has held it in 6 quarters since.
Wealth Advisory Solutions's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.86M in Q2 2020.
150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.