Diversify Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Diversify Advisory Services’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	$794K	Buy	+32,786	New	+$794K	0.01%	716
2026 Q1	–	Sell	-42,967	Closed	-$1.04M	–	503
2025 Q4	$1.04M	Sell	42,967 -14,909	-26%	-$361K	0.03%	391
2025 Q3	$1.4M	Buy	57,876 +1,310	+2%	+$31.7K	0.05%	282
2025 Q2	$1.37M	Buy	56,566 +1,507	+3%	+$36.4K	0.05%	254
2025 Q1	$1.33M	Buy	55,059 +487	+0.9%	+$11.8K	0.08%	170
2024 Q4	$1.31M	Buy	54,572 +19,526	+56%	+$471K	0.07%	194
2024 Q3	$847K	Buy	35,046 +66	+0.2%	+$1.59K	0.05%	283
2024 Q2	$834K	Buy	+34,980	New	+$831K	0.05%	282

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

Diversify Advisory Services's IBDR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 32,786 shares worth $794K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IBDR as recently as Q4 2025.

Diversify Advisory Services first reported a position in IBDR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Diversify Advisory Services held 32,786 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $794K as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Diversify Advisory Services position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #716 holding.
Diversify Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.4M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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