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 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

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

Eagle Strategies's IBDR Position: Q2 2026 in Review

Eagle Strategies reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.4% in Q2 2026, selling an estimated $12K and leaving 10,789 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #249.

Eagle Strategies first reported a position in IBDR in Q4 2022 and has held it in 14 quarters since. The position peaked at $375K in Q4 2025. 221 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Eagle Strategies held 10,789 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $261K as of Q2 2026.
Eagle Strategies sold 494 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $12K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #249 holding.
Eagle Strategies first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
Eagle Strategies's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $375K in Q4 2025.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.