AssuredPartners Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

AssuredPartners Investment Advisors’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	$901K	Sell	37,172 -11,085	-23%	-$268K	0.09%	204
2026 Q1	$1.17M	Buy	+48,257	New	+$1.17M	0.13%	173

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

AssuredPartners Investment Advisors's IBDR Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 23% in Q2 2026, selling an estimated $268K and leaving 37,172 shares worth $901K. The position accounts for 0.09% of the portfolio, ranked #204.

AssuredPartners Investment Advisors first reported a position in IBDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q1 2026. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

AssuredPartners Investment Advisors held 37,172 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $901K as of Q2 2026.
AssuredPartners Investment Advisors sold 11,085 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $268K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #204 holding.
AssuredPartners Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
AssuredPartners Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.17M in Q1 2026.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.