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Advisor OS’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Advisor OS’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
Q1 		– Sell
-9,109
Closed -$221K – 602
2025
Q4 		$221K Buy
+9,109
New +$221K 0.02% 448

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Advisor OS's IBDR Position: Q1 2026 in Review

Advisor OS sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 9,109 shares — an estimated $221K sold.

Advisor OS first reported a position in IBDR in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Advisor OS reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 9,109 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $221K.
  • Advisor OS first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Advisor OS's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $221K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.