DAS
IBDR icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return