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

WJ 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	$533K	Sell	21,100 -5,100	-19%	-$129K	0.21%	60
2026 Q1	$664K	Buy	26,200 +12,600	+93%	+$320K	0.31%	46
2025 Q4	$346K	Buy	13,600 +200	+1%	+$5.09K	0.15%	63
2025 Q3	$342K	Sell	13,400 -5,200	-28%	-$132K	0.15%	62
2025 Q2	$473K	Buy	+18,600	New	+$469K	0.15%	68
2024 Q4	–	Sell	-144,319	Closed	-$3.68M	–	77
2024 Q3	$3.68M	Buy	144,319 +122,029	+547%	+$3.08M	1.3%	24
2024 Q2	$552K	Buy	+22,290	New	+$550K	0.2%	56

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

WJ Wealth Management's IBDT Position: Q2 2026 in Review

WJ Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 19% in Q2 2026, selling an estimated $129K and leaving 21,100 shares worth $533K. The position accounts for 0.21% of the portfolio, ranked #60.

WJ Wealth Management first reported a position in IBDT in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q3 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

WJ Wealth Management held 21,100 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $533K as of Q2 2026.
WJ Wealth Management sold 5,100 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $129K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.21% of WJ Wealth Management's portfolio in Q2 2026, its #60 holding.
WJ Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 7 quarters since.
WJ Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.68M in Q3 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.