William Blair & Company’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

William Blair & Company’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 Q3	–	Sell	-1,207	Closed	-$30.7K	–	1877
2025 Q2	$30.7K	Hold	1,207	–	–	﹤0.01%	1651
2025 Q1	$30.5K	Hold	1,207	–	–	﹤0.01%	1638
2024 Q4	$30.1K	Hold	1,207	–	–	﹤0.01%	1660
2024 Q3	$30.8K	Hold	1,207	–	–	﹤0.01%	1678
2024 Q2	$29.9K	Buy	+1,207	New	+$29.8K	﹤0.01%	1655
2023 Q2	–	Sell	-500	Closed	-$12.5K	–	1834
2023 Q1	$12.5K	Hold	500	–	–	﹤0.01%	1712
2022 Q4	$12.1K	Hold	500	–	–	﹤0.01%	1722
2022 Q3	$12K	Hold	500	–	–	﹤0.01%	1729
2022 Q2	$12K	Hold	500	–	–	﹤0.01%	1760
2022 Q1	$13K	Hold	500	–	–	﹤0.01%	1819
2021 Q4	$14K	Sell	500 -500	-50%	-$14.2K	﹤0.01%	1875
2021 Q3	$29K	Hold	1,000	–	–	﹤0.01%	1743
2021 Q2	$29K	Hold	1,000	–	–	﹤0.01%	1750
2021 Q1	$28K	Hold	1,000	–	–	﹤0.01%	1725
2020 Q4	$30K	Buy	+1,000	New	+$29.3K	﹤0.01%	1667

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

William Blair & Company's IBDT Position: Q3 2025 in Review

William Blair & Company sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2025, closing a stake of 1,207 shares — an estimated $30.7K sold.

William Blair & Company first reported a position in IBDT in Q4 2020 and held it in 15 quarters. The position peaked at $30.8K in Q3 2024. 380 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

William Blair & Company reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
William Blair & Company sold 1,207 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2025, an estimated $30.7K.
William Blair & Company first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2020 and held it in 15 quarters.
William Blair & Company's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $30.8K in Q3 2024.
380 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

Based on William Blair & Company's 13F filing for Q3 2025, filed 12 Nov 2025.