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Clearstead Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Clearstead Trust’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 		$440K Buy
18,156
+334
+2% +$8.09K 0.07% 114
2025
Q4 		$432K Buy
+17,822
New +$432K 0.07% 123

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 $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Clearstead Trust's IBDR Position: Q1 2026 in Review

Clearstead Trust increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.9% in Q1 2026, buying an estimated $8.09K and bringing the position to 18,156 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #114.

Clearstead Trust 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.

  • Clearstead Trust held 18,156 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $440K as of Q1 2026.
  • Clearstead Trust bought 334 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $8.09K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.07% of Clearstead Trust's portfolio in Q1 2026, its #114 holding.
  • Clearstead Trust 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 Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.