Beacon Pointe Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Beacon Pointe 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 Q1	$14.2M	Buy	587,263 +43,427	+8%	+$1.05M	0.08%	239
2025 Q4	$13.2M	Buy	543,836 +42,305	+8%	+$1.03M	0.09%	201
2025 Q3	$12.2M	Buy	501,531 +32,740	+7%	+$793K	0.1%	190
2025 Q2	$11.4M	Buy	468,791 +9,301	+2%	+$225K	0.12%	161
2025 Q1	$11.1M	Buy	459,490 +7,268	+2%	+$175K	0.12%	161
2024 Q4	$10.9M	Buy	452,222 +43,762	+11%	+$1.06M	0.12%	159
2024 Q3	$9.93M	Buy	408,460 +18,819	+5%	+$453K	0.11%	164
2024 Q2	$9.28M	Buy	389,641 +2,173	+0.6%	+$51.6K	0.11%	168
2024 Q1	$9.24M	Buy	387,468 +28,945	+8%	+$690K	0.1%	186
2023 Q4	$8.57M	Buy	358,523 +41,058	+13%	+$964K	0.1%	181
2023 Q3	$7.41M	Buy	317,465 +74,766	+31%	+$1.75M	0.09%	203
2023 Q2	$5.7M	Buy	242,699 +47,981	+25%	+$1.13M	0.09%	197
2023 Q1	$4.62M	Buy	194,718 +118,880	+157%	+$2.8M	0.08%	220
2022 Q4	$1.77M	Buy	75,838 +65,546	+637%	+$1.52M	0.03%	381
2022 Q3	$240K	Buy	10,292 +737	+8%	+$17.6K	0.01%	865
2022 Q2	$227K	Buy	+9,555	New	+$230K	﹤0.01%	930

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

Beacon Pointe Advisors's IBDR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 8% in Q1 2026, buying an estimated $1.05M and bringing the position to 587,263 shares worth $14.2M. The position accounts for 0.08% of the portfolio, ranked #239.

Beacon Pointe Advisors first reported a position in IBDR in Q2 2022 and has held it in 16 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Beacon Pointe Advisors held 587,263 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $14.2M as of Q1 2026.
Beacon Pointe Advisors bought 43,427 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.05M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of Beacon Pointe Advisors's portfolio in Q1 2026, its #239 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.