Axxcess Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Axxcess Wealth Management’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	$217K	Buy	+8,967	New	+$217K	﹤0.01%	979

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

Axxcess Wealth Management's IBDR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 8,967 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings.

422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Axxcess Wealth Management held 8,967 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $217K as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #979 holding.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.