Cambridge Investment Research Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cambridge Investment Research Advisors’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	$5.4M	Sell	222,894 -6,607	-3%	-$160K	0.01%	923
2025 Q4	$5.56M	Sell	229,501 -10,204	-4%	-$247K	0.01%	869
2025 Q3	$5.83M	Buy	239,705 +11,685	+5%	+$283K	0.02%	827
2025 Q2	$5.53M	Buy	228,020 +5,923	+3%	+$143K	0.02%	796
2025 Q1	$5.38M	Buy	222,097 +48,860	+28%	+$1.18M	0.02%	768
2024 Q4	$4.17M	Buy	173,237 +17,877	+12%	+$431K	0.01%	904
2024 Q3	$3.77M	Buy	155,360 +38,668	+33%	+$931K	0.01%	959
2024 Q2	$2.78M	Buy	116,692 +31,270	+37%	+$743K	0.01%	1074
2024 Q1	$2.04M	Buy	85,422 +11,463	+15%	+$273K	0.01%	1250
2023 Q4	$1.77M	Sell	73,959 -15,255	-17%	-$358K	0.01%	1283
2023 Q3	$2.08M	Sell	89,214 -59,796	-40%	-$1.4M	0.01%	1113
2023 Q2	$3.5M	Buy	149,010 +11,472	+8%	+$271K	0.02%	840
2023 Q1	$3.26M	Buy	137,538 +63,818	+87%	+$1.5M	0.02%	845
2022 Q4	$1.72M	Buy	73,720 +11,613	+19%	+$270K	0.01%	1168
2022 Q3	$1.44M	Buy	62,107 +53,463	+618%	+$1.27M	0.01%	1246
2022 Q2	$206K	Buy	+8,644	New	+$208K	﹤0.01%	2701
2021 Q3	–	Sell	-17,482	Closed	-$465K	–	3139
2021 Q2	$465K	Sell	17,482 -40	-0.2%	-$1.06K	﹤0.01%	2113
2021 Q1	$462K	Buy	17,522 +3,854	+28%	+$103K	﹤0.01%	1954
2020 Q4	$370K	Buy	13,668 +1,263	+10%	+$34K	﹤0.01%	1981
2020 Q3	$333K	Sell	12,405 -672	-5%	-$18.1K	﹤0.01%	1867
2020 Q2	$349K	Sell	13,077 -253	-2%	-$6.54K	﹤0.01%	1768
2020 Q1	$327K	Buy	13,330 +3,770	+39%	+$95.8K	﹤0.01%	1619
2019 Q4	$244K	Buy	+9,560	New	+$243K	﹤0.01%	2065
2019 Q3	–	Sell	-10,396	Closed	-$261K	–	2376
2019 Q2	$261K	Buy	10,396 +113	+1%	+$2.76K	﹤0.01%	1834
2019 Q1	$249K	Buy	+10,283	New	+$243K	﹤0.01%	1925

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cambridge Investment Research Advisors's IBDR Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.9% in Q1 2026, selling an estimated $160K and leaving 222,894 shares worth $5.4M. The position accounts for 0.01% of the portfolio, ranked #923.

Cambridge Investment Research Advisors first reported a position in IBDR in Q1 2019 and has held it in 25 quarters since. The position peaked at $5.83M in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Cambridge Investment Research Advisors held 222,894 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.4M as of Q1 2026.
Cambridge Investment Research Advisors sold 6,607 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $160K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #923 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 25 quarters since.
Cambridge Investment Research Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $5.83M in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.