Cornerstone Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cornerstone Wealth Management’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	$322K	Buy	13,307 +1	+0%	+$24	0.01%	591
2026 Q1	$323K	Sell	13,306 -287	-2%	-$6.96K	0.02%	559
2025 Q4	$329K	Buy	+13,593	New	+$330K	0.02%	518
2024 Q4	–	Sell	-24,987	Closed	-$607K	–	589
2024 Q3	$607K	Buy	24,987 +1,218	+5%	+$29.3K	0.04%	316
2024 Q2	$566K	Sell	23,769 -440	-2%	-$10.4K	0.04%	308
2024 Q1	$577K	Buy	24,209 +464	+2%	+$11.1K	0.05%	306
2023 Q4	$567K	Buy	23,745 +1,558	+7%	+$36.6K	0.05%	293
2023 Q3	$518K	Buy	22,187 +2,698	+14%	+$63.2K	0.05%	296
2023 Q2	$457K	Buy	19,489 +1,214	+7%	+$28.7K	0.04%	324
2023 Q1	$434K	Buy	+18,275	New	+$430K	0.04%	304

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 Wealth Management's IBDR Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.01% in Q2 2026, buying an estimated $24 and bringing the position to 13,307 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #591.

Cornerstone Wealth Management first reported a position in IBDR in Q1 2023 and has held it in 10 quarters since. The position peaked at $607K in Q3 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Cornerstone Wealth Management held 13,307 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $322K as of Q2 2026.
Cornerstone Wealth Management bought 1 iShares iBonds Dec 2026 Term Corporate ETF share in Q2 2026, an estimated $24.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #591 holding.
Cornerstone Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 10 quarters since.
Cornerstone Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $607K in Q3 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.