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Adirondack Trust Company’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Adirondack Trust Company’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 		$770K Sell
31,810
-989
-3% -$23.9K 0.23% 81
2026
Q1 		$795K Sell
32,799
-346
-1% -$8.38K 0.27% 76
2025
Q4 		$803K Buy
33,145
+1,983
+6% +$48.1K 0.26% 75
2025
Q3 		$757K Buy
31,162
+1,402
+5% +$34K 0.25% 76
2025
Q2 		$722K Buy
29,760
+3,676
+14% +$88.8K 0.26% 77
2025
Q1 		$631K Buy
26,084
+1,966
+8% +$47.4K 0.25% 84
2024
Q4 		$580K Buy
24,118
+1,493
+7% +$36K 0.22% 88
2024
Q3 		$550K Buy
22,625
+6,618
+41% +$159K 0.21% 88
2024
Q2 		$381K Buy
16,007
+4,115
+35% +$97.7K 0.16% 106
2024
Q1 		$283K Buy
11,892
+6,834
+135% +$163K 0.12% 119
2023
Q4 		$120K Buy
+5,058
New +$119K 0.05% 167

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Adirondack Trust Company's IBDR Position: Q2 2026 in Review

Adirondack Trust Company reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3% in Q2 2026, selling an estimated $23.9K and leaving 31,810 shares worth $770K. The position accounts for 0.23% of the portfolio, ranked #81.

Adirondack Trust Company first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $803K in Q4 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Adirondack Trust Company held 31,810 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $770K as of Q2 2026.
  • Adirondack Trust Company sold 989 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $23.9K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.23% of Adirondack Trust Company's portfolio in Q2 2026, its #81 holding.
  • Adirondack Trust Company first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Adirondack Trust Company's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $803K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.