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

Envestnet 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
Q2 		$10.2M Buy
421,595
+74,942
+22% +$1.81M ﹤0.01% 1925
2026
Q1 		$8.4M Buy
346,653
+185,401
+115% +$4.49M ﹤0.01% 1949
2025
Q4 		$3.91M Sell
161,252
-121,884
-43% -$2.95M ﹤0.01% 2348
2025
Q3 		$6.88M Sell
283,136
-2,194,052
-89% -$53.1M ﹤0.01% 2016
2025
Q2 		$60.1M Buy
2,477,188
+154,712
+7% +$3.74M 0.02% 688
2025
Q1 		$56.2M Buy
2,322,476
+15,905
+0.7% +$384K 0.02% 670
2024
Q4 		$55.5M Buy
2,306,571
+145,097
+7% +$3.5M 0.02% 661
2024
Q3 		$52.5M Buy
2,161,474
+259,877
+14% +$6.26M 0.02% 695
2024
Q2 		$45.3M Buy
1,901,597
+64,928
+4% +$1.54M 0.02% 710
2024
Q1 		$43.8M Buy
1,836,669
+279,537
+18% +$6.66M 0.02% 716
2023
Q4 		$37.2M Buy
1,557,132
+209,158
+16% +$4.91M 0.02% 734
2023
Q3 		$31.5M Buy
1,347,974
+143,758
+12% +$3.37M 0.01% 757
2023
Q2 		$28.3M Buy
1,204,216
+147,319
+14% +$3.48M 0.01% 755
2023
Q1 		$25.1M Buy
1,056,897
+153,978
+17% +$3.62M 0.01% 770
2022
Q4 		$21.1M Buy
902,919
+191,964
+27% +$4.46M 0.01% 829
2022
Q3 		$16.4M Buy
710,955
+256,349
+56% +$6.11M 0.01% 880
2022
Q2 		$10.8M Buy
454,606
+174,922
+63% +$4.2M 0.01% 1104
2022
Q1 		$6.89M Buy
279,684
+26,157
+10% +$662K ﹤0.01% 1427
2021
Q4 		$6.61M Buy
253,527
+53,730
+27% +$1.41M ﹤0.01% 1426
2021
Q3 		$5.29M Buy
199,797
+33,221
+20% +$885K ﹤0.01% 1507
2021
Q2 		$4.43M Buy
166,576
+18,250
+12% +$484K ﹤0.01% 1595
2021
Q1 		$3.91M Buy
148,326
+28,974
+24% +$775K ﹤0.01% 1558
2020
Q4 		$3.23M Buy
119,352
+15,879
+15% +$427K ﹤0.01% 1492
2020
Q3 		$2.77M Sell
103,473
-5,295
-5% -$142K ﹤0.01% 1438
2020
Q2 		$2.9M Sell
108,768
-2,662
-2% -$68.8K ﹤0.01% 1387
2020
Q1 		$2.74M Sell
111,430
-62,500
-36% -$1.59M ﹤0.01% 1267
2019
Q4 		$4.45M Buy
173,930
+48,118
+38% +$1.22M ﹤0.01% 1193
2019
Q3 		$3.2M Sell
125,812
-4,385
-3% -$111K ﹤0.01% 1286
2019
Q2 		$3.26M Buy
130,197
+7,846
+6% +$192K ﹤0.01% 1293
2019
Q1 		$2.97M Sell
122,351
-12,470
-9% -$295K ﹤0.01% 1273
2018
Q4 		$3.1M Sell
134,821
-94,501
-41% -$2.17M ﹤0.01% 1118
2018
Q3 		$5.34M Buy
+229,322
New +$5.36M 0.01% 408
2018
Q1 		– Sell
-512,724
Closed -$12.6M – 2885
2017
Q4 		$12.6M Sell
512,724
-1,634
-0.3% -$40.1K 0.03% 343
2017
Q3 		$12.7M Buy
+514,358
New +$12.7M 0.03% 324

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RW
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
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

Envestnet Asset Management's IBDR Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 22% in Q2 2026, buying an estimated $1.81M and bringing the position to 421,595 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Envestnet Asset Management first reported a position in IBDR in Q3 2017 and has held it in 34 quarters since. The position peaked at $60.1M in Q2 2025. 255 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Envestnet Asset Management held 421,595 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $10.2M as of Q2 2026.
  • Envestnet Asset Management bought 74,942 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.81M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1925 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2017 and has held it in 34 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $60.1M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.