Atwater Malick’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Atwater Malick’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	$849K	Buy	35,040 +1,363	+4%	+$33K	0.23%	47
2025 Q4	$816K	Buy	33,677 +1,280	+4%	+$31K	0.23%	44
2025 Q3	$787K	Buy	32,397 +825	+3%	+$20K	0.23%	44
2025 Q2	$766K	Hold	31,572	–	–	0.24%	48
2025 Q1	$764K	Buy	31,572 +6,918	+28%	+$167K	0.26%	46
2024 Q4	$593K	Hold	24,654	–	–	0.2%	48
2024 Q3	$599K	Buy	24,654 +145	+0.6%	+$3.49K	0.19%	49
2024 Q2	$584K	Hold	24,509	–	–	0.2%	49
2024 Q1	$585K	Buy	24,509 +1,270	+5%	+$30.3K	0.21%	52
2023 Q4	$555K	Buy	23,239 +3,900	+20%	+$91.6K	0.22%	47
2023 Q3	$451K	Buy	19,339 +4,055	+27%	+$94.9K	0.2%	49
2023 Q2	$359K	Buy	15,284 +1,050	+7%	+$24.8K	0.15%	52
2023 Q1	$338K	Buy	14,234 +1,290	+10%	+$30.4K	0.16%	45
2022 Q4	$302K	Buy	12,944 +440	+4%	+$10.2K	0.15%	46
2022 Q3	$289K	Buy	12,504 +1,885	+18%	+$44.9K	0.16%	45
2022 Q2	$253K	Buy	10,619 +1,260	+13%	+$30.3K	0.13%	47
2022 Q1	$231K	Buy	9,359 +1,214	+15%	+$30.7K	0.11%	50
2021 Q4	$212K	Sell	8,145 -156	-2%	-$4.08K	0.1%	53
2021 Q3	$220K	Buy	+8,301	New	+$221K	0.12%	50

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

Atwater Malick's IBDR Position: Q1 2026 in Review

Atwater Malick increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4% in Q1 2026, buying an estimated $33K and bringing the position to 35,040 shares worth $849K. The position accounts for 0.23% of the portfolio, ranked #47.

Atwater Malick first reported a position in IBDR in Q3 2021 and has held it in 19 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Atwater Malick held 35,040 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $849K as of Q1 2026.
Atwater Malick bought 1,363 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $33K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.23% of Atwater Malick's portfolio in Q1 2026, its #47 holding.
Atwater Malick first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2021 and has held it in 19 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.