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 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 $1.37T 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 Wealth Management's IBDR Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.1% in Q1 2026, selling an estimated $6.96K and leaving 13,306 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #559.

Cornerstone Wealth Management first reported a position in IBDR in Q1 2023 and has held it in 9 quarters since. The position peaked at $607K in Q3 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Cornerstone Wealth Management held 13,306 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $323K as of Q1 2026.
Cornerstone Wealth Management sold 287 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $6.96K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #559 holding.
Cornerstone Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 9 quarters since.
Cornerstone Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $607K in Q3 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.