Whitener Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Whitener Capital Management’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	$217K	Sell	8,600 -2,200	-20%	-$55.6K	0.05%	174
2026 Q1	$274K	Buy	10,800 +2,000	+23%	+$50.9K	0.06%	156
2025 Q4	$224K	Buy	+8,800	New	+$224K	0.05%	159

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

Whitener Capital Management's IBDT Position: Q2 2026 in Review

Whitener Capital Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 20% in Q2 2026, selling an estimated $55.6K and leaving 8,600 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #174.

Whitener Capital Management first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Whitener Capital Management held 8,600 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $217K as of Q2 2026.
Whitener Capital Management sold 2,200 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $55.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Whitener Capital Management's portfolio in Q2 2026, its #174 holding.
Whitener Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Whitener Capital Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $274K in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.