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 Q3	$540K	Buy	21,650 +550	+3%	+$13.8K	0.22%	61
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%	+$5.1K	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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

WJ Wealth Management's IBDT Position: Q3 2026 in Review

WJ Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.6% in Q3 2026, buying an estimated $13.8K and bringing the position to 21,650 shares worth $540K. The position accounts for 0.22% of the portfolio, ranked #61.

WJ Wealth Management first reported a position in IBDT in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.68M in Q3 2024. 241 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

WJ Wealth Management held 21,650 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $540K as of Q3 2026.
WJ Wealth Management bought 550 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $13.8K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.22% of WJ Wealth Management's portfolio in Q3 2026, its #61 holding.
WJ Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
WJ Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.68M in Q3 2024.
241 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.