BridgePort Financial Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

BridgePort Financial Solutions’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	$375K	Sell	15,483 -12,388	-44%	-$300K	0.11%	150
2025 Q4	$675K	Buy	27,871 +201	+0.7%	+$4.87K	0.18%	103
2025 Q3	$672K	Buy	27,670 +151	+0.5%	+$3.66K	0.18%	103
2025 Q2	$667K	Buy	27,519 +67	+0.2%	+$1.62K	0.22%	92
2025 Q1	$665K	Hold	27,452	–	–	0.3%	75
2024 Q4	$664K	Buy	+27,452	New	+$662K	0.3%	72

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

BridgePort Financial Solutions's IBDR Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 44% in Q1 2026, selling an estimated $300K and leaving 15,483 shares worth $375K. The position accounts for 0.11% of the portfolio, ranked #150.

BridgePort Financial Solutions first reported a position in IBDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $675K in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

BridgePort Financial Solutions held 15,483 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $375K as of Q1 2026.
BridgePort Financial Solutions sold 12,388 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $300K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of BridgePort Financial Solutions's portfolio in Q1 2026, its #150 holding.
BridgePort Financial Solutions first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $675K in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.