Bartlett & Co Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bartlett & Co 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
2025 Q1	–	Sell	-402	Closed	-$9.68K	–	1252
2024 Q4	$9.68K	Hold	402	–	–	﹤0.01%	911
2024 Q3	$9.77K	Hold	402	–	–	﹤0.01%	916
2024 Q2	$9.58K	Hold	402	–	–	﹤0.01%	923
2024 Q1	$9.59K	Hold	402	–	–	﹤0.01%	911
2023 Q4	$9.6K	Sell	402 -2,000	-83%	-$47K	﹤0.01%	1009
2023 Q3	$56.1K	Hold	2,402	–	–	﹤0.01%	643
2023 Q2	$56.4K	Buy	+2,402	New	+$56.7K	﹤0.01%	646

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bartlett & Co Wealth Management's IBDR Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2025, closing a stake of 402 shares — an estimated $9.68K sold.

Bartlett & Co Wealth Management first reported a position in IBDR in Q2 2023 and held it in 7 quarters. The position peaked at $56.4K in Q2 2023. 391 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

Bartlett & Co Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 402 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $9.68K.
Bartlett & Co Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and held it in 7 quarters.
Bartlett & Co Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $56.4K in Q2 2023.
391 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.