Willis Johnson & Associates’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Willis Johnson & Associates’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 Q1	–	Sell	-13,550	Closed	-$345K	–	205
2025 Q4	$345K	Hold	13,550	–	–	0.02%	129
2025 Q3	$346K	Hold	13,550	–	–	0.02%	126
2025 Q2	$344K	Hold	13,550	–	–	0.02%	115
2025 Q1	$342K	Buy	13,550 +4,000	+42%	+$100K	0.03%	111
2024 Q4	$238K	Hold	9,550	–	–	0.02%	134
2024 Q3	$244K	Hold	9,550	–	–	0.02%	138
2024 Q2	$237K	Hold	9,550	–	–	0.02%	137
2024 Q1	$238K	Hold	9,550	–	–	0.02%	131
2023 Q4	$240K	Hold	9,550	–	–	0.02%	120
2023 Q3	$229K	Hold	9,550	–	–	0.02%	113
2023 Q2	$234K	Sell	9,550 -400	-4%	-$9.9K	0.02%	112
2023 Q1	$248K	Buy	+9,950	New	+$246K	0.03%	104

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Willis Johnson & Associates's IBDT Position: Q1 2026 in Review

Willis Johnson & Associates sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2026, closing a stake of 13,550 shares — an estimated $345K sold.

Willis Johnson & Associates first reported a position in IBDT in Q1 2023 and held it in 12 quarters. The position peaked at $346K in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Willis Johnson & Associates reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Willis Johnson & Associates sold 13,550 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $345K.
Willis Johnson & Associates first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and held it in 12 quarters.
Willis Johnson & Associates's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $346K in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.