AssetMark Inc
IBDR icon

AssetMark Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

AssetMark Inc’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 		$30.4K Buy
1,256
+304
+32% +$7.37K ﹤0.01% 1917
2025
Q4 		$23.1K Buy
952
+76
+9% +$1.84K ﹤0.01% 1960
2025
Q3 		$21.3K Hold
876
– – ﹤0.01% 1896
2025
Q2 		$21.2K Buy
+876
New +$21.2K ﹤0.01% 1792

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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

AssetMark Inc's IBDR Position: Q1 2026 in Review

AssetMark Inc increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 32% in Q1 2026, buying an estimated $7.37K and bringing the position to 1,256 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

AssetMark Inc first reported a position in IBDR in Q2 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • AssetMark Inc held 1,256 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $30.4K as of Q1 2026.
  • AssetMark Inc bought 304 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $7.37K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1917 holding.
  • AssetMark Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.