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 Q3	$308K	Hold	12,706	–	–	0.13%	74
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Cooper/Haims Advisors's IBDR Position: Q3 2026 in Review

Cooper/Haims Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 12,706 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #74.

Cooper/Haims Advisors first reported a position in IBDR in Q4 2023 and has held it in 12 quarters since. The position peaked at $309K in Q3 2025. 260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Cooper/Haims Advisors held 12,706 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $308K as of Q3 2026.
Cooper/Haims Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.13% of Cooper/Haims Advisors's portfolio in Q3 2026, its #74 holding.
Cooper/Haims Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Cooper/Haims Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $309K in Q3 2025.
260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.