Conrad Siegel Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Conrad Siegel Investment Advisors’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	$1.7M	Buy	70,294 +199	+0.3%	+$4.82K	0.28%	25
2026 Q1	$1.7M	Buy	70,095 +20,842	+42%	+$505K	0.31%	24
2025 Q4	$1.19M	Buy	49,253 +10,786	+28%	+$261K	0.23%	27
2025 Q3	$935K	Buy	38,467 +381	+1%	+$9.23K	0.2%	28
2025 Q2	$924K	Sell	38,086 -20,477	-35%	-$495K	0.21%	28
2025 Q1	$1.42M	Buy	58,563 +1,490	+3%	+$36K	0.36%	21
2024 Q4	$1.37M	Buy	57,073 +10,119	+22%	+$244K	0.37%	18
2024 Q3	$1.14M	Buy	46,954 +13,965	+42%	+$336K	0.31%	19
2024 Q2	$786K	Buy	32,989 +629	+2%	+$14.9K	0.23%	24
2024 Q1	$772K	Buy	+32,360	New	+$771K	0.23%	24
2023 Q2	–	Sell	-14,576	Closed	-$346K	–	26
2023 Q1	$346K	Buy	14,576 +77	+0.5%	+$1.81K	0.31%	19
2022 Q4	$339K	Buy	+14,499	New	+$337K	0.34%	24

Other funds holding IBDR

HPC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBDR Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.28% in Q2 2026, buying an estimated $4.82K and bringing the position to 70,294 shares worth $1.7M. The position accounts for 0.28% of the portfolio, ranked #25.

Conrad Siegel Investment Advisors first reported a position in IBDR in Q4 2022 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Conrad Siegel Investment Advisors held 70,294 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.7M as of Q2 2026.
Conrad Siegel Investment Advisors bought 199 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $4.82K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.28% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #25 holding.
Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 12 quarters since.
227 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.