Y.D. More Investments’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Y.D. More Investments’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	$38.2K	Buy	1,513 +1,013	+203%	+$25.6K	﹤0.01%	338
2026 Q1	$12.7K	Hold	500	–	–	﹤0.01%	361
2025 Q4	$12.7K	Hold	500	–	–	﹤0.01%	356
2025 Q3	$12.8K	Hold	500	–	–	﹤0.01%	363
2025 Q2	$12.7K	Hold	500	–	–	﹤0.01%	371
2025 Q1	$12.6K	Hold	500	–	–	﹤0.01%	375
2024 Q4	$12.4K	Hold	500	–	–	﹤0.01%	367
2024 Q3	$12.8K	Hold	500	–	–	﹤0.01%	353
2024 Q2	$12.4K	Sell	500 -770	-61%	-$19K	﹤0.01%	366
2024 Q1	$31.6K	Hold	1,270	–	–	0.01%	267
2023 Q4	$31.9K	Hold	1,270	–	–	0.01%	275
2023 Q3	$30.5K	Hold	1,270	–	–	0.01%	269
2023 Q2	$31.1K	Hold	1,270	–	–	0.01%	249
2023 Q1	$31.7K	Sell	1,270 -2,900	-70%	-$71.6K	0.01%	245
2022 Q4	$102K	Buy	+4,170	New	+$100K	0.02%	204

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

Y.D. More Investments's IBDT Position: Q2 2026 in Review

Y.D. More Investments increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 203% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,513 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Y.D. More Investments first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $102K in Q4 2022. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Y.D. More Investments held 1,513 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $38.2K as of Q2 2026.
Y.D. More Investments bought 1,013 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $25.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #338 holding.
Y.D. More Investments first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $102K in Q4 2022.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.