BN
IBDR icon

Bill Nygren’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bill Nygren’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
2024
Q1 		– Sell
-31,655
Closed -$757K – 139
2023
Q4 		$757K Buy
+31,655
New +$743K ﹤0.01% 120

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bill Nygren's IBDR Position: Q1 2024 in Review

Bill Nygren sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2024, closing a stake of 31,655 shares — an estimated $757K sold.

Bill Nygren first reported a position in IBDR in Q4 2023 and held it in 1 quarter. The position peaked at $757K in Q4 2023. 315 funds tracked by Wall St. Rank hold IBDR as of Q1 2024.

  • Bill Nygren reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Bill Nygren sold 31,655 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2024, an estimated $757K.
  • Bill Nygren first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Bill Nygren's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $757K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2024.

Based on Harris Associates's 13F filing for Q1 2024, filed 15 May 2024.