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

DecisionMap 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	$780K	Buy	32,183 +4,538	+16%	+$110K	0.44%	57
2026 Q1	$670K	Sell	27,645 -584	-2%	-$14.2K	0.43%	62
2025 Q4	$684K	Buy	28,229 +1,784	+7%	+$43.2K	0.42%	63
2025 Q3	$643K	Buy	26,445 +1,840	+7%	+$44.6K	0.41%	61
2025 Q2	$597K	Buy	24,605 +6,063	+33%	+$146K	0.41%	65
2025 Q1	$449K	Buy	18,542 +4,896	+36%	+$118K	0.34%	75
2024 Q4	$328K	Buy	+13,646	New	+$329K	0.26%	84

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

DecisionMap Wealth Management's IBDR Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 16% in Q2 2026, buying an estimated $110K and bringing the position to 32,183 shares worth $780K. The position accounts for 0.44% of the portfolio, ranked #57.

DecisionMap Wealth Management first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

DecisionMap Wealth Management held 32,183 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $780K as of Q2 2026.
DecisionMap Wealth Management bought 4,538 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $110K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.44% of DecisionMap Wealth Management's portfolio in Q2 2026, its #57 holding.
DecisionMap Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.