Commonwealth Equity Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Commonwealth Equity Services’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	$40.8M	Buy	1,684,063 +275,437	+20%	+$6.67M	0.06%	333
2025 Q4	$34.1M	Buy	1,408,626 +285,759	+25%	+$6.93M	0.05%	380
2025 Q3	$27.3M	Buy	1,122,867 +68,608	+7%	+$1.66M	0.04%	463
2025 Q2	$25.6M	Buy	1,054,259 +7,627	+0.7%	+$184K	0.03%	494
2025 Q1	$25.3M	Buy	1,046,632 +213,618	+26%	+$5.15M	0.04%	471
2024 Q4	$20.1M	Buy	833,014 +173,211	+26%	+$4.18M	0.03%	530
2024 Q3	$16M	Sell	659,803 -84,508	-11%	-$2.03M	0.02%	613
2024 Q2	$17.7M	Buy	744,311 +123,274	+20%	+$2.93M	0.03%	549
2024 Q1	$14.8M	Buy	621,037 +83,207	+15%	+$1.98M	0.02%	615
2023 Q4	$12.9M	Buy	537,830 +99,035	+23%	+$2.33M	0.02%	623
2023 Q3	$10.2M	Buy	438,795 +56,262	+15%	+$1.32M	0.02%	662
2023 Q2	$8.98M	Buy	382,533 +52,705	+16%	+$1.25M	0.02%	735
2023 Q1	$7.83K	Buy	329,828 +69,097	+27%	+$1.63M	0.02%	787
2022 Q4	$6.09M	Buy	260,731 +55,900	+27%	+$1.3M	0.01%	878
2022 Q3	$4.73M	Buy	204,831 +138,743	+210%	+$3.31M	0.01%	923
2022 Q2	$1.57M	Buy	66,088 +23,087	+54%	+$555K	﹤0.01%	1578
2022 Q1	$1.06M	Sell	43,001 -7,856	-15%	-$199K	﹤0.01%	1951
2021 Q4	$1.32M	Sell	50,857 -2,297	-4%	-$60.1K	﹤0.01%	1789
2021 Q3	$1.41M	Buy	53,154 +2,564	+5%	+$68.3K	﹤0.01%	1672
2021 Q2	$1.35M	Sell	50,590 -64,764	-56%	-$1.72M	﹤0.01%	1696
2021 Q1	$3.04M	Sell	115,354 -207,793	-64%	-$5.55M	0.01%	1055
2020 Q4	$8.76M	Buy	323,147 +8,041	+3%	+$216K	0.03%	520
2020 Q3	$8.45M	Buy	315,106 +14,605	+5%	+$392K	0.03%	488
2020 Q2	$8.02M	Buy	300,501 +229,892	+326%	+$5.94M	0.03%	474
2020 Q1	$1.73M	Buy	70,609 +46,231	+190%	+$1.18M	0.01%	961
2019 Q4	$623K	Buy	24,378 +5,815	+31%	+$148K	﹤0.01%	1734
2019 Q3	$472K	Buy	18,563 +1,028	+6%	+$26K	﹤0.01%	1863
2019 Q2	$439K	Sell	17,535 -13,814	-44%	-$337K	﹤0.01%	1906
2019 Q1	$759K	Sell	31,349 -92,156	-75%	-$2.18M	﹤0.01%	1482
2018 Q4	$2.84M	Buy	123,505 +1,893	+2%	+$43.5K	0.02%	680
2018 Q3	$2.83M	Buy	121,612 +12,940	+12%	+$302K	0.01%	766
2018 Q2	$2.53M	Buy	108,672 +1,716	+2%	+$40K	0.01%	774
2018 Q1	$2.53M	Buy	106,956 +3,834	+4%	+$91.6K	0.01%	744
2017 Q4	$2.53M	Buy	103,122 +12,652	+14%	+$311K	0.01%	734
2017 Q3	$2.23M	Buy	90,470 +2,430	+3%	+$59.8K	0.01%	749
2017 Q2	$2.15M	Buy	88,040 +14	+0%	+$341	0.01%	748
2017 Q1	$2.11M	Buy	+88,026	New	+$2.11M	0.01%	721

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

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Commonwealth Equity Services's IBDR Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 20% in Q1 2026, buying an estimated $6.67M and bringing the position to 1,684,063 shares worth $40.8M. The position accounts for 0.06% of the portfolio, ranked #333.

Commonwealth Equity Services first reported a position in IBDR in Q1 2017 and has held it in 37 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Commonwealth Equity Services held 1,684,063 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $40.8M as of Q1 2026.
Commonwealth Equity Services bought 275,437 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $6.67M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of Commonwealth Equity Services's portfolio in Q1 2026, its #333 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2017 and has held it in 37 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.