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

Drive 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	–	Sell	-126,419	Closed	-$3.06M	–	473
2026 Q1	$3.06M	Sell	126,419 -21,510	-15%	-$521K	0.65%	31
2025 Q4	$3.58M	Sell	147,929 -13,929	-9%	-$338K	0.7%	31
2025 Q3	$3.93M	Sell	161,858 -1,240	-0.8%	-$30K	0.83%	26
2025 Q2	$3.96M	Sell	163,098 -2,993	-2%	-$72.3K	0.87%	21
2025 Q1	$4.02M	Buy	+166,091	New	+$4.01M	0.94%	20

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

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

Drive Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 126,419 shares — an estimated $3.06M sold.

Drive Wealth Management first reported a position in IBDR in Q1 2025 and held it in 5 quarters. The position peaked at $4.02M in Q1 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Drive Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Drive Wealth Management sold 126,419 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $3.06M.
Drive Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
Drive Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.02M in Q1 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.