Atomic Invest’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Atomic Invest’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	$9.74M	Sell	402,037 -84,746	-17%	-$2.05M	0.86%	12
2026 Q1	$11.8M	Sell	486,783 -3,859	-0.8%	-$93.5K	5.55%	6
2025 Q4	$11.9M	Buy	+490,642	New	+$11.9M	6.69%	5

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

Atomic Invest's IBDR Position: Q2 2026 in Review

Atomic Invest reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 17% in Q2 2026, selling an estimated $2.05M and leaving 402,037 shares worth $9.74M. The position accounts for 0.86% of the portfolio, ranked #12.

Atomic Invest first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.9M in Q4 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Atomic Invest held 402,037 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $9.74M as of Q2 2026.
Atomic Invest sold 84,746 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.05M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.86% of Atomic Invest's portfolio in Q2 2026, its #12 holding.
Atomic Invest first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Atomic Invest's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $11.9M in Q4 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.