Equitable Holdings’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Equitable Holdings’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	$3.78M	Buy	155,842 +1,150	+0.7%	+$27.8K	0.02%	544
2026 Q1	$3.75M	Buy	154,692 +50,155	+48%	+$1.22M	0.02%	534
2025 Q4	$2.53M	Buy	104,537 +65,035	+165%	+$1.58M	0.02%	561
2025 Q3	$960K	Buy	+39,502	New	+$957K	0.01%	844

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Equitable Holdings's IBDR Position: Q2 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.74% in Q2 2026, buying an estimated $27.8K and bringing the position to 155,842 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #544.

Equitable Holdings first reported a position in IBDR in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Equitable Holdings held 155,842 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.78M as of Q2 2026.
Equitable Holdings bought 1,150 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $27.8K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #544 holding.
Equitable Holdings first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.