Csenge Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Csenge Advisory 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	$284K	Sell	11,718 -192	-2%	-$4.65K	0.01%	616
2026 Q1	$289K	Buy	11,910 +454	+4%	+$11K	0.01%	569
2025 Q4	$278K	Buy	+11,456	New	+$278K	0.01%	590

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

Csenge Advisory Group's IBDR Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.6% in Q2 2026, selling an estimated $4.65K and leaving 11,718 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #616.

Csenge Advisory Group first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $289K in Q1 2026. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Csenge Advisory Group held 11,718 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $284K as of Q2 2026.
Csenge Advisory Group sold 192 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $4.65K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #616 holding.
Csenge Advisory Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Csenge Advisory Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $289K in Q1 2026.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.