Woodley Farra Manion Portfolio Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Woodley Farra Manion Portfolio 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 Q1	$1.89M	Buy	74,516 +7,943	+12%	+$202K	0.09%	64
2025 Q4	$1.69M	Buy	66,573 +19,378	+41%	+$494K	0.08%	62
2025 Q3	$1.2M	Buy	47,195 +7,004	+17%	+$178K	0.06%	66
2025 Q2	$1.02M	Buy	40,191 +28,704	+250%	+$723K	0.05%	64
2025 Q1	$290K	Buy	+11,487	New	+$288K	0.01%	93

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IBDT Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 12% in Q1 2026, buying an estimated $202K and bringing the position to 74,516 shares worth $1.89M. The position accounts for 0.09% of the portfolio, ranked #64.

Woodley Farra Manion Portfolio Management first reported a position in IBDT in Q1 2025 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Woodley Farra Manion Portfolio Management held 74,516 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.89M as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 7,943 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $202K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.09% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #64 holding.
Woodley Farra Manion Portfolio Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.