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 Q2	$308K	Hold	12,706	–	–	0.13%	76
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

HPC

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cooper/Haims Advisors's IBDR Position: Q2 2026 in Review

Cooper/Haims Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 12,706 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #76.

Cooper/Haims Advisors first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $309K in Q3 2025. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Cooper/Haims Advisors held 12,706 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $308K as of Q2 2026.
Cooper/Haims Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.13% of Cooper/Haims Advisors's portfolio in Q2 2026, its #76 holding.
Cooper/Haims Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Cooper/Haims Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $309K in Q3 2025.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.