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Blue Trust Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Blue Trust Inc’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 		$19.2K Buy
793
+8
+1% +$194 ﹤0.01% 1670
2026
Q1 		$19K Buy
785
+5
+0.6% +$121 ﹤0.01% 1667
2025
Q4 		$18.9K Sell
780
-31,061
-98% -$753K ﹤0.01% 1706
2025
Q3 		$774K Buy
31,841
+8
+0% +$194 0.01% 359
2025
Q2 		$772K Buy
31,833
+8
+0% +$193 0.01% 342
2025
Q1 		$770K Buy
31,825
+31,078
+4,160% +$750K 0.01% 299
2024
Q4 		$18K Buy
+747
New +$18K ﹤0.01% 1634
2023
Q2 		– Sell
-4,065
Closed -$95K – 2259
2023
Q1 		$95K Hold
4,065
– – ﹤0.01% 782
2022
Q4 		$94K Hold
4,065
– – ﹤0.01% 694
2022
Q3 		$97K Hold
4,065
– – ﹤0.01% 536
2022
Q2 		$100K Buy
+4,065
New +$97.7K ﹤0.01% 499

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Blue Trust Inc's IBDR Position: Q2 2026 in Review

Blue Trust Inc increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q2 2026, buying an estimated $194 and bringing the position to 793 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Blue Trust Inc first reported a position in IBDR in Q2 2022 and has held it in 11 quarters since. The position peaked at $774K in Q3 2025. 95 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Blue Trust Inc held 793 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $19.2K as of Q2 2026.
  • Blue Trust Inc bought 8 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $194.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1670 holding.
  • Blue Trust Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 11 quarters since.
  • Blue Trust Inc's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $774K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.