Dudley Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Dudley Capital 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	-53,999	Closed	-$1.31M	–	53
2026 Q1	$1.31M	Buy	53,999 +6,707	+14%	+$163K	0.58%	46
2025 Q4	$1.15M	Buy	47,292 +22,892	+94%	+$555K	0.5%	51
2025 Q3	$593K	Buy	24,400 +10,175	+72%	+$246K	0.27%	80
2025 Q2	$345K	Buy	+14,225	New	+$344K	0.17%	96
2025 Q1	–	Hold	0	–	–	–	102

Other funds holding IBDR

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Dudley Capital Management's IBDR Position: Q2 2026 in Review

Dudley Capital Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 53,999 shares — an estimated $1.31M sold.

Dudley Capital Management first reported a position in IBDR in Q2 2025 and held it in 4 quarters. The position peaked at $1.31M in Q1 2026. 208 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Dudley Capital Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Dudley Capital Management sold 53,999 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.31M.
Dudley Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and held it in 4 quarters.
Dudley Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.31M in Q1 2026.
208 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.