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 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

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

Cornerstone Financial Group's IBDR Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.66% in Q2 2026, buying an estimated $1.65K and bringing the position to 10,400 shares worth $252K. The position accounts for 0.16% of the portfolio, ranked #65.

Cornerstone Financial Group first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Cornerstone Financial Group held 10,400 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $252K as of Q2 2026.
Cornerstone Financial Group bought 68 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.65K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.16% of Cornerstone Financial Group's portfolio in Q2 2026, its #65 holding.
Cornerstone Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.