American Money Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

American Money Management’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	$333K	Sell	13,725 -600	-4%	-$14.5K	0.05%	137
2026 Q1	$347K	Hold	14,325	–	–	0.06%	124
2025 Q4	$347K	Buy	+14,325	New	+$347K	0.05%	122
2024 Q4	–	Sell	-10,335	Closed	-$251K	–	141
2024 Q3	$251K	Sell	10,335 -2,360	-19%	-$56.8K	0.05%	128
2024 Q2	$302K	Hold	12,695	–	–	0.06%	116
2024 Q1	$303K	Hold	12,695	–	–	0.06%	119
2023 Q4	$303K	Hold	12,695	–	–	0.07%	113
2023 Q3	$296K	Hold	12,695	–	–	0.08%	108
2023 Q2	$298K	Hold	12,695	–	–	0.07%	113
2023 Q1	$301K	Hold	12,695	–	–	0.08%	111
2022 Q4	$296K	Hold	12,695	–	–	0.08%	109
2022 Q3	$293K	Hold	12,695	–	–	0.09%	109
2022 Q2	$302K	Hold	12,695	–	–	0.09%	109
2022 Q1	$313K	Hold	12,695	–	–	0.08%	115
2021 Q4	$331K	Hold	12,695	–	–	0.09%	115
2021 Q3	$336K	Buy	+12,695	New	+$338K	0.1%	115

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

American Money Management's IBDR Position: Q2 2026 in Review

American Money Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.2% in Q2 2026, selling an estimated $14.5K and leaving 13,725 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #137.

American Money Management first reported a position in IBDR in Q3 2021 and has held it in 16 quarters since. The position peaked at $347K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

American Money Management held 13,725 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $333K as of Q2 2026.
American Money Management sold 600 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $14.5K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of American Money Management's portfolio in Q2 2026, its #137 holding.
American Money Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2021 and has held it in 16 quarters since.
American Money Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $347K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.