Cooper/Haims Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cooper/Haims 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 Q1	$308K	Hold	12,706	–	–	0.14%	62
2025 Q4	$308K	Hold	12,706	–	–	0.14%	66
2025 Q3	$309K	Hold	12,706	–	–	0.14%	63
2025 Q2	$308K	Hold	12,706	–	–	0.15%	60
2025 Q1	$308K	Hold	12,706	–	–	0.17%	56
2024 Q4	$306K	Hold	12,706	–	–	0.17%	58
2024 Q3	$309K	Hold	12,706	–	–	0.17%	56
2024 Q2	$303K	Hold	12,706	–	–	0.17%	53
2024 Q1	$303K	Hold	12,706	–	–	0.18%	56
2023 Q4	$304K	Buy	+12,706	New	+$298K	0.17%	52

Other funds holding IBDR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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 $57.2B AUM 18.32% 1-Year Est. Return