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Weaver Consulting Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Weaver Consulting Group’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 		$2.69M Buy
107,810
+39,685
+58% +$997K 0.52% 48
2026
Q2 		$1.72M Buy
+68,125
New +$1.72M 0.35% 62

Other funds holding IBDT

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Weaver Consulting Group's IBDT Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 58% in Q3 2026, buying an estimated $997K and bringing the position to 107,810 shares worth $2.69M. The position accounts for 0.52% of the portfolio, ranked #48.

Weaver Consulting Group first reported a position in IBDT in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Weaver Consulting Group held 107,810 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.69M as of Q3 2026.
  • Weaver Consulting Group bought 39,685 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $997K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.52% of Weaver Consulting Group's portfolio in Q3 2026, its #48 holding.
  • Weaver Consulting Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.