ECM
IBDR icon

Exchange Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Exchange Capital 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
2025
Q2 		$207K Hold
8,521
– – 0.03% 204
2025
Q1 		$206K Sell
8,521
-228
-3% -$5.5K 0.03% 202
2024
Q4 		$211K Sell
8,749
-26,854
-75% -$647K 0.03% 207
2024
Q3 		$865K Sell
35,603
-275
-0.8% -$6.62K 0.14% 135
2024
Q2 		$855K Hold
35,878
– – 0.14% 135
2024
Q1 		$856K Buy
35,878
+8,521
+31% +$203K 0.14% 136
2023
Q4 		$654K Hold
27,357
– – 0.12% 135
2023
Q3 		$638K Hold
27,357
– – 0.12% 136
2023
Q2 		$642K Sell
27,357
-967
-3% -$22.8K 0.12% 132
2023
Q1 		$672K Buy
28,324
+38
+0.1% +$894 0.14% 128
2022
Q4 		$660K Sell
28,286
-5
-0% -$116 0.14% 122
2022
Q3 		$654K Sell
28,291
-215
-0.8% -$5.12K 0.15% 121
2022
Q2 		$678K Sell
28,506
-1,107
-4% -$26.6K 0.15% 123
2022
Q1 		$730K Sell
29,613
-87
-0.3% -$2.2K 0.14% 125
2021
Q4 		$774K Sell
29,700
-253
-0.8% -$6.62K 0.14% 126
2021
Q3 		$794K Hold
29,953
– – 0.15% 124
2021
Q2 		$797K Sell
29,953
-218
-0.7% -$5.79K 0.15% 123
2021
Q1 		$795K Buy
30,171
+26
+0.1% +$695 0.16% 120
2020
Q4 		$817K Hold
30,145
– – 0.18% 117
2020
Q3 		$808K Buy
30,145
+373
+1% +$10K 0.2% 112
2020
Q2 		$794K Sell
29,772
-331
-1% -$8.55K 0.22% 103
2020
Q1 		$739K Sell
30,103
-606
-2% -$15.4K 0.24% 99
2019
Q4 		$785K Sell
30,709
-1,649
-5% -$41.9K 0.2% 105
2019
Q3 		$824K Sell
32,358
-566
-2% -$14.3K 0.22% 103
2019
Q2 		$825K Sell
32,924
-1,981
-6% -$48.4K 0.22% 100
2019
Q1 		$846K Sell
34,905
-2,867
-8% -$67.8K 0.24% 100
2018
Q4 		$870K Sell
37,772
-3,783
-9% -$86.9K 0.28% 94
2018
Q3 		$967K Buy
41,555
+2,388
+6% +$55.8K 0.28% 92
2018
Q2 		$913K Buy
39,167
+1,995
+5% +$46.5K 0.27% 92
2018
Q1 		$880K Buy
37,172
+5,020
+16% +$120K 0.28% 89
2017
Q4 		$789K Buy
32,152
+2,832
+10% +$69.5K 0.25% 94
2017
Q3 		$722K Buy
29,320
+1,496
+5% +$36.8K 0.24% 83
2017
Q2 		$681K Buy
+27,824
New +$679K 0.23% 81

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Exchange Capital Management's IBDR Position: Q2 2025 in Review

Exchange Capital Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2025 at 8,521 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #204.

Exchange Capital Management first reported a position in IBDR in Q2 2017 and has held it in 33 quarters since. The position peaked at $967K in Q3 2018. 409 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

  • Exchange Capital Management held 8,521 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $207K as of Q2 2025.
  • Exchange Capital Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Exchange Capital Management's portfolio in Q2 2025, its #204 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2017 and has held it in 33 quarters since.
  • Exchange Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $967K in Q3 2018.
  • 409 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.