Wick Capital Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Wick Capital Partners’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	$5.65M	Buy	223,896 +33,955	+18%	+$857K	0.85%	20
2026 Q1	$4.81M	Buy	189,941 +26,799	+16%	+$681K	0.88%	20
2025 Q4	$4.15M	Buy	163,142 +75,523	+86%	+$1.92M	0.74%	25
2025 Q3	$2.24M	Buy	87,619 +81,854	+1,420%	+$2.08M	0.53%	29
2025 Q2	$1.19M	Sell	5,765 -22,023	-79%	-$555K	0.31%	42
2025 Q1	$702K	Buy	+27,788	New	+$696K	0.21%	53

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

Wick Capital Partners's IBDT Position: Q2 2026 in Review

Wick Capital Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 18% in Q2 2026, buying an estimated $857K and bringing the position to 223,896 shares worth $5.65M. The position accounts for 0.85% of the portfolio, ranked #20.

Wick Capital Partners first reported a position in IBDT in Q1 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Wick Capital Partners held 223,896 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.65M as of Q2 2026.
Wick Capital Partners bought 33,955 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $857K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.85% of Wick Capital Partners's portfolio in Q2 2026, its #20 holding.
Wick Capital Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.