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Brown Brothers Harriman & Co’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Brown Brothers Harriman & Co’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
2021
Q1 		– Sell
-5,293
Closed -$143K – 1168
2020
Q4 		$143K Buy
+5,293
New +$142K ﹤0.01% 492

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brown Brothers Harriman & Co's IBDR Position: Q1 2021 in Review

Brown Brothers Harriman & Co sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2021, closing a stake of 5,293 shares — an estimated $143K sold.

Brown Brothers Harriman & Co first reported a position in IBDR in Q4 2020 and held it in 1 quarter. The position peaked at $143K in Q4 2020. 103 funds tracked by Wall St. Rank hold IBDR as of Q1 2021.

  • Brown Brothers Harriman & Co reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 5,293 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2021, an estimated $143K.
  • Brown Brothers Harriman & Co first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $143K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2021.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2021, filed 13 May 2021.