Duncker Streett & Co’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Duncker Streett & Co’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	$814K	Buy	33,598 +9,704	+41%	+$235K	0.15%	120
2025 Q4	$579K	Hold	23,894	–	–	0.1%	139
2025 Q3	$581K	Sell	23,894 -1,442	-6%	-$34.9K	0.1%	140
2025 Q2	$614K	Hold	25,336	–	–	0.11%	133
2025 Q1	$613K	Hold	25,336	–	–	0.12%	133
2024 Q4	$610K	Buy	25,336 +8,723	+53%	+$210K	0.11%	136
2024 Q3	$404K	Hold	16,613	–	–	0.07%	177
2024 Q2	$396K	Buy	16,613 +1,427	+9%	+$33.9K	0.08%	172
2024 Q1	$362K	Hold	15,186	–	–	0.07%	178
2023 Q4	$363K	Hold	15,186	–	–	0.08%	178
2023 Q3	$354K	Buy	+15,186	New	+$356K	0.08%	167

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Duncker Streett & Co's IBDR Position: Q1 2026 in Review

Duncker Streett & Co increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 41% in Q1 2026, buying an estimated $235K and bringing the position to 33,598 shares worth $814K. The position accounts for 0.15% of the portfolio, ranked #120.

Duncker Streett & Co first reported a position in IBDR in Q3 2023 and has held it in 11 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Duncker Streett & Co held 33,598 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $814K as of Q1 2026.
Duncker Streett & Co bought 9,704 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $235K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.15% of Duncker Streett & Co's portfolio in Q1 2026, its #120 holding.
Duncker Streett & Co first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.