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Dearborn Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Dearborn Partners’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 		$744K Buy
30,719
+2,601
+9% +$63K 0.04% 150
2026
Q1 		$682K Buy
28,118
+2,822
+11% +$68.4K 0.04% 159
2025
Q4 		$613K Sell
25,296
-272
-1% -$6.59K 0.03% 161
2025
Q3 		$621K Buy
25,568
+1,761
+7% +$42.6K 0.03% 161
2025
Q2 		$577K Buy
23,807
+1,459
+7% +$35.2K 0.03% 164
2025
Q1 		$541K Sell
22,348
-146
-0.6% -$3.52K 0.03% 159
2024
Q4 		$541K Sell
22,494
-99
-0.4% -$2.39K 0.02% 160
2024
Q3 		$549K Buy
22,593
+188
+0.8% +$4.53K 0.02% 157
2024
Q2 		$534K Buy
22,405
+125
+0.6% +$2.97K 0.02% 158
2024
Q1 		$531K Buy
22,280
+1,758
+9% +$41.9K 0.02% 157
2023
Q4 		$490K Buy
20,522
+77
+0.4% +$1.81K 0.02% 162
2023
Q3 		$477K Buy
+20,445
New +$479K 0.02% 160
2020
Q1 		– Sell
-16,781
Closed -$429K – 227
2019
Q4 		$429K Buy
16,781
+4,406
+36% +$112K 0.02% 156
2019
Q3 		$315K Buy
+12,375
New +$313K 0.02% 174

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Dearborn Partners's IBDR Position: Q2 2026 in Review

Dearborn Partners increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 9.3% in Q2 2026, buying an estimated $63K and bringing the position to 30,719 shares worth $744K. The position accounts for 0.04% of the portfolio, ranked #150.

Dearborn Partners first reported a position in IBDR in Q3 2019 and has held it in 14 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Dearborn Partners held 30,719 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $744K as of Q2 2026.
  • Dearborn Partners bought 2,601 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $63K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of Dearborn Partners's portfolio in Q2 2026, its #150 holding.
  • Dearborn Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2019 and has held it in 14 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.