EWM
IBDR icon

Executive Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Executive Wealth 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
2024
Q4 		$3.7M Buy
153,756
+41,154
+37% +$992K 0.29% 87
2024
Q3 		$2.74M Buy
112,602
+84,101
+295% +$2.02M 0.21% 101
2024
Q2 		$679K Buy
28,501
+13,717
+93% +$326K 0.12% 67
2024
Q1 		$351K Buy
+14,784
New +$352K 0.03% 180

Other funds holding IBDR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Executive Wealth Management's IBDR Position: Q4 2024 in Review

Executive Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 37% in Q4 2024, buying an estimated $992K and bringing the position to 153,756 shares worth $3.7M. The position accounts for 0.29% of the portfolio, ranked #87.

Executive Wealth Management first reported a position in IBDR in Q1 2024 and has held it in 4 quarters since. 366 funds tracked by Wall St. Rank hold IBDR as of Q4 2024.

  • Executive Wealth Management held 153,756 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.7M as of Q4 2024.
  • Executive Wealth Management bought 41,154 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2024, an estimated $992K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.29% of Executive Wealth Management's portfolio in Q4 2024, its #87 holding.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 4 quarters since.
  • 366 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.