Crescent Grove Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Crescent Grove Advisors’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	–	Sell	-49,030	Closed	-$1.19M	–	318
2025 Q4	$1.19M	Sell	49,030 -9,215	-16%	-$223K	0.11%	115
2025 Q3	$1.42M	Sell	58,245 -2,567	-4%	-$62.2K	0.13%	97
2025 Q2	$1.47M	Sell	60,812 -15,951	-21%	-$385K	0.14%	92
2025 Q1	$1.86M	Sell	76,763 -430	-0.6%	-$10.4K	0.19%	77
2024 Q4	$1.86M	Hold	77,193	–	–	0.18%	80
2024 Q3	$1.88M	Buy	77,193 +9,125	+13%	+$220K	0.19%	81
2024 Q2	$1.62M	Buy	68,068 +11,686	+21%	+$278K	0.18%	83
2024 Q1	$1.34M	Hold	56,382	–	–	0.14%	99
2023 Q4	$1.35M	Buy	56,382 +39,158	+227%	+$919K	0.15%	92
2023 Q3	$402K	Buy	+17,224	New	+$403K	0.05%	195

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

Crescent Grove Advisors's IBDR Position: Q1 2026 in Review

Crescent Grove Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 49,030 shares — an estimated $1.19M sold.

Crescent Grove Advisors first reported a position in IBDR in Q3 2023 and held it in 10 quarters. The position peaked at $1.88M in Q3 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Crescent Grove Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Crescent Grove Advisors sold 49,030 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.19M.
Crescent Grove Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and held it in 10 quarters.
Crescent Grove Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.88M in Q3 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.