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

Wells Financial 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
2025 Q1	–	Sell	-3,510	Closed	-$87.4K	–	78
2024 Q4	$87.4K	Hold	3,510	–	–	0.12%	53
2024 Q3	$89.6K	Sell	3,510 -2,050	-37%	-$51.7K	0.12%	52
2024 Q2	$138K	Hold	5,560	–	–	0.09%	57
2024 Q1	$138K	Hold	5,560	–	–	0.09%	48
2023 Q4	$140K	Hold	5,560	–	–	0.1%	44
2023 Q3	$134K	Hold	5,560	–	–	0.1%	44
2023 Q2	$136K	Hold	5,560	–	–	0.1%	44
2023 Q1	$139K	Hold	5,560	–	–	0.11%	46
2022 Q4	$135K	Buy	5,560 +2,050	+58%	+$49.4K	0.11%	46
2022 Q3	$84K	Hold	3,510	–	–	0.08%	47
2022 Q2	$88K	Hold	3,510	–	–	0.08%	41
2022 Q1	$92K	Hold	3,510	–	–	0.08%	42
2021 Q4	$99K	Hold	3,510	–	–	0.08%	43
2021 Q3	$101K	Hold	3,510	–	–	0.09%	43
2021 Q2	$101K	Hold	3,510	–	–	0.09%	43
2021 Q1	$99K	Hold	3,510	–	–	0.09%	44
2020 Q4	$104K	Buy	+3,510	New	+$103K	0.09%	43

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Wells Financial Advisors's IBDT Position: Q1 2025 in Review

Wells Financial Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2025, closing a stake of 3,510 shares — an estimated $87.4K sold.

Wells Financial Advisors first reported a position in IBDT in Q4 2020 and held it in 17 quarters. The position peaked at $140K in Q4 2023. 342 funds tracked by Wall St. Rank hold IBDT as of Q1 2025.

Wells Financial Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Wells Financial Advisors sold 3,510 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2025, an estimated $87.4K.
Wells Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2020 and held it in 17 quarters.
Wells Financial Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $140K in Q4 2023.
342 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2025.

Based on Wells Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.