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

Commonwealth Financial 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
Q2 		$2.02M Sell
83,391
-1,680
-2% -$40.7K 0.27% 71
2026
Q1 		$2.06M Sell
85,071
-158
-0.2% -$3.83K 0.33% 55
2025
Q4 		$2.07M Buy
85,229
+11,464
+16% +$278K 0.34% 54
2025
Q3 		$1.79M Buy
73,765
+15,005
+26% +$363K 0.31% 57
2025
Q2 		$1.42M Buy
58,760
+6,976
+13% +$169K 0.27% 60
2025
Q1 		$1.25M Sell
51,784
-343,668
-87% -$8.29M 0.26% 65
2024
Q4 		$9.52M Buy
395,452
+10,428
+3% +$251K 1.87% 13
2024
Q3 		$9.33M Buy
385,024
+23,331
+6% +$562K 1.84% 12
2024
Q2 		$8.62M Buy
361,693
+30,820
+9% +$732K 1.77% 16
2024
Q1 		$7.91M Sell
330,873
-886
-0.3% -$21.1K 1.86% 17
2023
Q4 		$7.93M Buy
331,759
+120,258
+57% +$2.82M 1.87% 17
2023
Q3 		$4.94M Buy
+211,501
New +$4.95M 1.47% 21

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Commonwealth Financial Services's IBDR Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2% in Q2 2026, selling an estimated $40.7K and leaving 83,391 shares worth $2.02M. The position accounts for 0.27% of the portfolio, ranked #71.

Commonwealth Financial Services first reported a position in IBDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.52M in Q4 2024. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Commonwealth Financial Services held 83,391 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.02M as of Q2 2026.
  • Commonwealth Financial Services sold 1,680 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $40.7K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.27% of Commonwealth Financial Services's portfolio in Q2 2026, its #71 holding.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Financial Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $9.52M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.