Wilkins Miller Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Wilkins Miller Wealth 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	$1.96M	Buy	77,792 +2,713	+4%	+$68.5K	1.08%	27
2026 Q1	$1.9M	Sell	75,079 -4,854	-6%	-$123K	1.15%	27
2025 Q4	$2.03M	Buy	79,933 +7,705	+11%	+$196K	1.21%	26
2025 Q3	$1.84M	Sell	72,228 -1,429	-2%	-$36.3K	1.14%	25
2025 Q2	$1.87M	Sell	73,657 -723	-1%	-$18.2K	1.27%	23
2025 Q1	$1.88M	Buy	74,380 +10,021	+16%	+$251K	1.41%	21
2024 Q4	$1.6M	Buy	+64,359	New	+$1.62M	1.68%	15

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

Wilkins Miller Wealth Management's IBDT Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.6% in Q2 2026, buying an estimated $68.5K and bringing the position to 77,792 shares worth $1.96M. The position accounts for 1.08% of the portfolio, ranked #27.

Wilkins Miller Wealth Management first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Wilkins Miller Wealth Management held 77,792 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.96M as of Q2 2026.
Wilkins Miller Wealth Management bought 2,713 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $68.5K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.08% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #27 holding.
Wilkins Miller Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $2.03M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.