Cornerstone Financial Group
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Cornerstone Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cornerstone Financial Group’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 		$255K Buy
10,503
+103
+1% +$2.49K 0.15% 66
2026
Q2 		$252K Buy
10,400
+68
+0.7% +$1.65K 0.16% 65
2026
Q1 		$250K Buy
10,332
+104
+1% +$2.52K 0.16% 66
2025
Q4 		$248K Buy
10,228
+142
+1% +$3.44K 0.17% 65
2025
Q3 		$245K Buy
10,086
+106
+1% +$2.57K 0.19% 65
2025
Q2 		$242K Buy
9,980
+35
+0.4% +$846 0.21% 65
2025
Q1 		$240K Buy
9,945
+138
+1% +$3.33K 0.22% 64
2024
Q4 		$236K Buy
+9,807
New +$236K 0.23% 62

Other funds holding IBDR

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Financial Group's IBDR Position: Q3 2026 in Review

Cornerstone Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.99% in Q3 2026, buying an estimated $2.49K and bringing the position to 10,503 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #66.

Cornerstone Financial Group first reported a position in IBDR in Q4 2024 and has held it in 8 quarters since. 345 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Cornerstone Financial Group held 10,503 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $255K as of Q3 2026.
  • Cornerstone Financial Group bought 103 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $2.49K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.15% of Cornerstone Financial Group's portfolio in Q3 2026, its #66 holding.
  • Cornerstone Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
  • 345 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.