XY Planning Network
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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
Q3 		$976K Buy
39,096
+215
+0.6% +$5.4K 0.11% 159
2026
Q2 		$982K Buy
+38,881
New +$982K 0.12% 148

Other funds holding IBDT

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

XY Planning Network's IBDT Position: Q3 2026 in Review

XY Planning Network increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.55% in Q3 2026, buying an estimated $5.4K and bringing the position to 39,096 shares worth $976K. The position accounts for 0.11% of the portfolio, ranked #159.

XY Planning Network first reported a position in IBDT in Q2 2026 and has held it in 2 quarters since. The position peaked at $982K in Q2 2026. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • XY Planning Network held 39,096 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $976K as of Q3 2026.
  • XY Planning Network bought 215 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $5.4K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.11% of XY Planning Network's portfolio in Q3 2026, its #159 holding.
  • XY Planning Network first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $982K in Q2 2026.
  • 150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.