Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Baron Silver Stevens Financial 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	–	Sell	-66,433	Closed	-$1.61M	–	51
2026 Q1	$1.61M	Sell	66,433 -1,843	-3%	-$44.7K	0.23%	50
2025 Q4	$1.65M	Buy	68,276 +201	+0.3%	+$4.87K	0.24%	48
2025 Q3	$1.65M	Buy	68,075 +150	+0.2%	+$3.63K	0.24%	48
2025 Q2	$1.65M	Buy	67,925 +8,440	+14%	+$204K	0.26%	49
2025 Q1	$1.44M	Sell	59,485 -1,373	-2%	-$33.1K	0.25%	51
2024 Q4	$1.46M	Buy	60,858 +3,331	+6%	+$80.3K	0.25%	50
2024 Q3	$1.4M	Buy	+57,527	New	+$1.38M	0.24%	49
2024 Q2	–	Hold	0	–	–	–	46
2024 Q1	–	Hold	0	–	–	–	45
2023 Q4	–	Hold	0	–	–	–	46
2023 Q3	–	Hold	0	–	–	–	80
2023 Q2	–	Hold	0	–	–	–	61
2023 Q1	–	Hold	0	–	–	–	61

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

Baron Silver Stevens Financial Advisors's IBDR Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 66,433 shares — an estimated $1.61M sold.

Baron Silver Stevens Financial Advisors first reported a position in IBDR in Q3 2024 and held it in 7 quarters. The position peaked at $1.65M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Baron Silver Stevens Financial Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 66,433 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.61M.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and held it in 7 quarters.
Baron Silver Stevens Financial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.65M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.