AMG National Trust Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

AMG National Trust Bank’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	$281K	Hold	11,598	–	–	0.01%	431
2025 Q4	$281K	Hold	11,598	–	–	0.01%	404
2025 Q3	$282K	Sell	11,598 -7,358	-39%	-$178K	0.01%	402
2025 Q2	$460K	Hold	18,956	–	–	0.01%	353
2025 Q1	$459K	Buy	18,956 +3,130	+20%	+$75.5K	0.01%	342
2024 Q4	$381K	Buy	+15,826	New	+$382K	0.01%	362

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AMG National Trust Bank's IBDR Position: Q1 2026 in Review

AMG National Trust Bank held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 11,598 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #431.

AMG National Trust Bank first reported a position in IBDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q2 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

AMG National Trust Bank held 11,598 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $281K as of Q1 2026.
AMG National Trust Bank left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of AMG National Trust Bank's portfolio in Q1 2026, its #431 holding.
AMG National Trust Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
AMG National Trust Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $460K in Q2 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.