Calton & Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Calton & Associates’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	–	Sell	-10,385	Closed	-$252K	–	358
2025 Q4	$252K	Sell	10,385 -656	-6%	-$15.9K	0.04%	371
2025 Q3	$268K	Buy	11,041 +656	+6%	+$15.9K	0.04%	347
2025 Q2	$252K	Sell	10,385 -1,301	-11%	-$31.4K	0.04%	315
2025 Q1	$283K	Buy	+11,686	New	+$282K	0.06%	252

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Calton & Associates's IBDR Position: Q1 2026 in Review

Calton & Associates sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 10,385 shares — an estimated $252K sold.

Calton & Associates first reported a position in IBDR in Q1 2025 and held it in 4 quarters. The position peaked at $283K in Q1 2025. 441 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Calton & Associates reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 10,385 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $252K.
Calton & Associates first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and held it in 4 quarters.
Calton & Associates's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $283K in Q1 2025.
441 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.