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

Wealth Enhancement Advisory Services’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	$4.04M	Buy	160,511 +41,041	+34%	+$1.04M	0.01%	1154
2026 Q1	$3.02M	Sell	119,470 -8,600	-7%	-$219K	0.01%	1175
2025 Q4	$3.26M	Buy	128,070 +6,005	+5%	+$153K	﹤0.01%	1238
2025 Q3	$3.11M	Sell	122,065 -13,261	-10%	-$337K	﹤0.01%	1194
2025 Q2	$3.42M	Buy	135,326 +4,422	+3%	+$111K	0.01%	1081
2025 Q1	$3.31M	Buy	130,904 +61,140	+88%	+$1.53M	0.01%	1001
2024 Q4	$1.74M	Buy	69,764 +42,688	+158%	+$1.07M	﹤0.01%	1253
2024 Q3	$691K	Buy	27,076 +1,626	+6%	+$41K	﹤0.01%	1608
2024 Q2	$630K	Buy	25,450 +1,678	+7%	+$41.4K	﹤0.01%	1495
2024 Q1	$592K	Sell	23,772 -8,255	-26%	-$205K	﹤0.01%	1481
2023 Q4	$804K	Buy	32,027 +14,906	+87%	+$362K	﹤0.01%	1253
2023 Q3	$411K	Buy	+17,121	New	+$417K	﹤0.01%	1549

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

Wealth Enhancement Advisory Services's IBDT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 34% in Q2 2026, buying an estimated $1.04M and bringing the position to 160,511 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #1154.

Wealth Enhancement Advisory Services first reported a position in IBDT in Q3 2023 and has held it in 12 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Wealth Enhancement Advisory Services held 160,511 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.04M as of Q2 2026.
Wealth Enhancement Advisory Services bought 41,041 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.04M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1154 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.