Bullock Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bullock Wealth 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	$825K	Sell	34,142 -1,545	-4%	-$37.4K	0.36%	68
2026 Q1	$862K	Sell	35,687 -4,686	-12%	-$114K	0.43%	58
2025 Q4	$978K	Buy	40,373 +7,006	+21%	+$170K	0.48%	52
2025 Q3	$808K	Buy	33,367 +3,149	+10%	+$76.3K	0.4%	65
2025 Q2	$730K	Buy	30,218 +5,069	+20%	+$122K	0.39%	66
2025 Q1	$607K	Buy	25,149 +15,785	+169%	+$381K	0.34%	70
2024 Q4	$225K	Buy	9,364 +5,035	+116%	+$121K	0.13%	139
2024 Q3	$105K	Buy	4,329 +665	+18%	+$16K	0.06%	188
2024 Q2	$87K	Sell	3,664 -25	-0.7%	-$594	0.06%	191
2024 Q1	$87.7K	Buy	+3,689	New	+$87.9K	0.06%	192

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Bullock Wealth Management's IBDR Position: Q2 2026 in Review

Bullock Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.3% in Q2 2026, selling an estimated $37.4K and leaving 34,142 shares worth $825K. The position accounts for 0.36% of the portfolio, ranked #68.

Bullock Wealth Management first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $978K in Q4 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Bullock Wealth Management held 34,142 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $825K as of Q2 2026.
Bullock Wealth Management sold 1,545 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $37.4K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.36% of Bullock Wealth Management's portfolio in Q2 2026, its #68 holding.
Bullock Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $978K in Q4 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.