Empirical Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Empirical Asset 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 Q1	$367K	Hold	15,130	–	–	0.1%	260
2025 Q4	$367K	Sell	15,130 -7,179	-32%	-$174K	0.1%	237
2025 Q3	$542K	Hold	22,309	–	–	0.15%	213
2025 Q2	$541K	Hold	22,309	–	–	0.17%	193
2025 Q1	$540K	Hold	22,309	–	–	0.18%	166
2024 Q4	$537K	Hold	22,309	–	–	0.18%	156
2024 Q3	$542K	Hold	22,309	–	–	0.19%	159
2024 Q2	$531K	Buy	+22,309	New	+$530K	0.2%	147

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

Empirical Asset Management's IBDR Position: Q1 2026 in Review

Empirical Asset Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 15,130 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #260.

Empirical Asset Management first reported a position in IBDR in Q2 2024 and has held it in 8 quarters since. The position peaked at $542K in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Empirical Asset Management held 15,130 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $367K as of Q1 2026.
Empirical Asset Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.1% of Empirical Asset Management's portfolio in Q1 2026, its #260 holding.
Empirical Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $542K in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.