BRR OpCo’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

BRR OpCo’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
2022 Q3	$6.19M	Buy	+268,051	New	+$6.39M	0.76%	19

Other funds holding IBDR

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

BRR OpCo's IBDR Position: Q3 2022 in Review

BRR OpCo opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2022: 268,051 shares worth $6.19M. The stake represents 0.76% of the portfolio and ranks #19 among its holdings.

167 funds tracked by Wall St. Rank hold IBDR as of Q3 2022.

BRR OpCo held 268,051 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $6.19M as of Q3 2022.
iShares iBonds Dec 2026 Term Corporate ETF was a new BRR OpCo position in Q3 2022.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.76% of BRR OpCo's portfolio in Q3 2022, its #19 holding.
167 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.