Eagle Strategies’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Eagle Strategies’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 Q3	–	Sell	-10,789	Closed	-$261K	–	276
2026 Q2	$261K	Sell	10,789 -494	-4%	-$12K	0.03%	249
2026 Q1	$273K	Sell	11,283 -4,192	-27%	-$102K	0.03%	226
2025 Q4	$375K	Buy	15,475 +149	+1%	+$3.61K	0.05%	196
2025 Q3	$372K	Buy	15,326 +1,393	+10%	+$33.7K	0.05%	187
2025 Q2	$338K	Buy	13,933 +96	+0.7%	+$2.32K	0.05%	179
2025 Q1	$335K	Buy	13,837 +64	+0.5%	+$1.54K	0.06%	167
2024 Q4	$332K	Buy	13,773 +126	+0.9%	+$3.04K	0.06%	165
2024 Q3	$332K	Buy	13,647 +93	+0.7%	+$2.24K	0.06%	161
2024 Q2	$323K	Buy	+13,554	New	+$322K	0.06%	163
2024 Q1	–	Sell	-11,177	Closed	-$267K	–	293
2023 Q4	$267K	Buy	11,177 +138	+1%	+$3.24K	0.06%	164
2023 Q3	$258K	Buy	11,039 +97	+0.9%	+$2.27K	0.06%	160
2023 Q2	$257K	Buy	10,942 +89	+0.8%	+$2.1K	0.06%	159
2023 Q1	$258K	Buy	10,853 +57	+0.5%	+$1.34K	0.06%	158
2022 Q4	$252K	Buy	+10,796	New	+$251K	0.08%	151

Other funds holding IBDR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Eagle Strategies's IBDR Position: Q3 2026 in Review

Eagle Strategies sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026, closing a stake of 10,789 shares — an estimated $261K sold.

Eagle Strategies first reported a position in IBDR in Q4 2022 and held it in 14 quarters. The position peaked at $375K in Q4 2025. 260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Eagle Strategies reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Eagle Strategies sold 10,789 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $261K.
Eagle Strategies first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and held it in 14 quarters.
Eagle Strategies's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $375K in Q4 2025.
260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.