XY Planning Network’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

XY Planning Network’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	$982K	Buy	+38,881	New	+$982K	0.12%	148

Other funds holding IBDT

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

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

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

XY Planning Network's IBDT Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2026: 38,881 shares worth $982K. The stake represents 0.12% of the portfolio and ranks #148 among its holdings.

151 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

XY Planning Network held 38,881 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $982K as of Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF was a new XY Planning Network position in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.12% of XY Planning Network's portfolio in Q2 2026, its #148 holding.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.