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Brookstone Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Brookstone Capital 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
2026
Q2 		$780K Buy
32,187
+1,157
+4% +$28K 0.01% 792
2026
Q1 		$752K Sell
31,030
-400
-1% -$9.69K 0.01% 732
2025
Q4 		$762K Sell
31,430
-1,723
-5% -$41.8K 0.01% 713
2025
Q3 		$806K Sell
33,153
-490
-1% -$11.9K 0.01% 670
2025
Q2 		$816K Sell
33,643
-557
-2% -$13.5K 0.01% 618
2025
Q1 		$828K Buy
34,200
+1,533
+5% +$37K 0.01% 598
2024
Q4 		$786K Buy
32,667
+5,237
+19% +$126K 0.01% 587
2024
Q3 		$667K Buy
27,430
+6,722
+32% +$162K 0.01% 617
2024
Q2 		$495K Buy
20,708
+4,354
+27% +$103K 0.01% 658
2024
Q1 		$390K Buy
+16,354
New +$390K 0.01% 686

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Brookstone Capital Management's IBDR Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.7% in Q2 2026, buying an estimated $28K and bringing the position to 32,187 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #792.

Brookstone Capital Management first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $828K in Q1 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Brookstone Capital Management held 32,187 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $780K as of Q2 2026.
  • Brookstone Capital Management bought 1,157 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $28K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #792 holding.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Brookstone Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $828K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.