Clear Point Advisors’s iShares Large Cap 10% Target Buffer Dec ETF TEND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$628K Buy
+23,070
New +$613K 0.56% 51
2026
Q1
Sell
-20,270
Closed -$516K 147
2025
Q4
$516K Buy
+20,270
New +$512K 0.4% 76

Other funds holding TEND

Clear Point Advisors's TEND Position: Q2 2026 in Review

Clear Point Advisors opened a new position in iShares Large Cap 10% Target Buffer Dec ETF (TEND) in Q2 2026: 23,070 shares worth $628K. The stake represents 0.56% of the portfolio and ranks #51 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in TEND as recently as Q4 2025.

Clear Point Advisors first reported a position in TEND in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold TEND as of Q2 2026.

  • Clear Point Advisors held 23,070 shares of iShares Large Cap 10% Target Buffer Dec ETF worth $628K as of Q2 2026.
  • iShares Large Cap 10% Target Buffer Dec ETF was a new Clear Point Advisors position in Q2 2026.
  • iShares Large Cap 10% Target Buffer Dec ETF made up 0.56% of Clear Point Advisors's portfolio in Q2 2026, its #51 holding.
  • Clear Point Advisors first reported a position in iShares Large Cap 10% Target Buffer Dec ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares Large Cap 10% Target Buffer Dec ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.