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CFO Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

CFO Capital 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
Q1 		$284K Buy
11,735
+2,430
+26% +$58.9K 0.23% 90
2025
Q4 		$225K Buy
+9,305
New +$226K 0.17% 107

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CFO Capital Management's IBDR Position: Q1 2026 in Review

CFO Capital Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 26% in Q1 2026, buying an estimated $58.9K and bringing the position to 11,735 shares worth $284K. The position accounts for 0.23% of the portfolio, ranked #90.

CFO Capital Management first reported a position in IBDR in Q4 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • CFO Capital Management held 11,735 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $284K as of Q1 2026.
  • CFO Capital Management bought 2,430 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $58.9K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.23% of CFO Capital Management's portfolio in Q1 2026, its #90 holding.
  • CFO Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.