Congress Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Congress Wealth 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
2025 Q2	$262K	Buy	+10,801	New	+$261K	﹤0.01%	1100

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Congress Wealth Management's IBDR Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2025: 10,801 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings.

410 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

Congress Wealth Management held 10,801 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $262K as of Q2 2025.
iShares iBonds Dec 2026 Term Corporate ETF was a new Congress Wealth Management position in Q2 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1100 holding.
410 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.