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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cornerstone Financial Group's IBDR Position: Q1 2026 in Review

Cornerstone Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q1 2026, buying an estimated $2.52K and bringing the position to 10,332 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #66.

Cornerstone Financial Group first reported a position in IBDR in Q4 2024 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Cornerstone Financial Group held 10,332 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $250K as of Q1 2026.
Cornerstone Financial Group bought 104 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $2.52K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.16% of Cornerstone Financial Group's portfolio in Q1 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 6 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Cornerstone Financial Group's 13F filing for Q1 2026, filed 6 May 2026.