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Winthrop Partners - WNY’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Winthrop Partners - WNY’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 		$5.35M Buy
211,849
+11,825
+6% +$299K 2.65% 12
2026
Q1 		$5.07M Buy
200,024
+5,595
+3% +$142K 2.7% 12
2025
Q4 		$4.95M Buy
+194,429
New +$4.95M 2.67% 14

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Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Winthrop Partners - WNY's IBDT Position: Q2 2026 in Review

Winthrop Partners - WNY increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.9% in Q2 2026, buying an estimated $299K and bringing the position to 211,849 shares worth $5.35M. The position accounts for 2.65% of the portfolio, ranked #12.

Winthrop Partners - WNY first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Winthrop Partners - WNY held 211,849 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.35M as of Q2 2026.
  • Winthrop Partners - WNY bought 11,825 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $299K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 2.65% of Winthrop Partners - WNY's portfolio in Q2 2026, its #12 holding.
  • Winthrop Partners - WNY first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.