10Elms LLP’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

10Elms LLP’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.94M	Buy	203,963 +96,961	+91%	+$2.35M	2.09%	11
2026 Q1	$2.59M	Buy	107,002 +60,703	+131%	+$1.47M	1.64%	18
2025 Q4	$1.12M	Sell	46,299 -2,610	-5%	-$63.3K	1.03%	23
2025 Q3	$1.19M	Buy	48,909 +800	+2%	+$19.4K	1.07%	22
2025 Q2	$1.17M	Buy	48,109 +1,150	+2%	+$27.8K	1.11%	22
2025 Q1	$1.14M	Buy	46,959 +1,390	+3%	+$33.5K	1.14%	22
2024 Q4	$1.1M	Buy	+45,569	New	+$1.1M	1.13%	22

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

10Elms LLP's IBDR Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 91% in Q2 2026, buying an estimated $2.35M and bringing the position to 203,963 shares worth $4.94M. The position accounts for 2.09% of the portfolio, ranked #11.

10Elms LLP first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

10Elms LLP held 203,963 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.94M as of Q2 2026.
10Elms LLP bought 96,961 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.35M.
iShares iBonds Dec 2026 Term Corporate ETF made up 2.09% of 10Elms LLP's portfolio in Q2 2026, its #11 holding.
10Elms LLP first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.