First Fiduciary Investment Counsel’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

First Fiduciary Investment Counsel’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	$1.85M	Sell	76,341 -1,335	-2%	-$32.3K	0.35%	40
2026 Q1	$1.88M	Sell	77,676 -772	-1%	-$18.7K	0.38%	36
2025 Q4	$1.9M	Sell	78,448 -682	-0.9%	-$16.5K	0.37%	38
2025 Q3	$1.92M	Sell	79,130 -2,790	-3%	-$67.6K	0.37%	38
2025 Q2	$1.99M	Buy	81,920 +2,450	+3%	+$59.2K	0.39%	37
2025 Q1	$1.92M	Sell	79,470 -1,485	-2%	-$35.8K	0.41%	39
2024 Q4	$1.95M	Buy	80,955 +10,633	+15%	+$256K	0.4%	39
2024 Q3	$1.71M	Sell	70,322 -3,433	-5%	-$82.6K	0.34%	41
2024 Q2	$1.76M	Sell	73,755 -1,050	-1%	-$24.9K	0.38%	41
2024 Q1	$1.78M	Buy	74,805 +4,295	+6%	+$102K	0.37%	41
2023 Q4	$1.69M	Buy	70,510 +6,585	+10%	+$155K	0.37%	39
2023 Q3	$1.49M	Buy	63,925 +650	+1%	+$15.2K	0.35%	38
2023 Q2	$1.49M	Sell	63,275 -415	-0.7%	-$9.8K	0.32%	41
2023 Q1	$1.51M	Sell	63,690 -6,520	-9%	-$153K	0.33%	42
2022 Q4	$1.64M	Buy	70,210 +14,740	+27%	+$342K	0.36%	42
2022 Q3	$1.28M	Buy	55,470 +60	+0.1%	+$1.43K	0.32%	41
2022 Q2	$1.32M	Hold	55,410	–	–	0.3%	44
2022 Q1	$1.37M	Buy	55,410 +580	+1%	+$14.7K	0.27%	44
2021 Q4	$1.43M	Buy	54,830 +48,360	+747%	+$1.27M	0.25%	44
2021 Q3	$171K	Buy	6,470 +3,195	+98%	+$85.1K	0.03%	64
2021 Q2	$87K	Buy	+3,275	New	+$86.9K	0.02%	65

Other funds holding IBDR

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

First Fiduciary Investment Counsel's IBDR Position: Q2 2026 in Review

First Fiduciary Investment Counsel reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.7% in Q2 2026, selling an estimated $32.3K and leaving 76,341 shares worth $1.85M. The position accounts for 0.35% of the portfolio, ranked #40.

First Fiduciary Investment Counsel first reported a position in IBDR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.99M in Q2 2025. 227 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

First Fiduciary Investment Counsel held 76,341 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.85M as of Q2 2026.
First Fiduciary Investment Counsel sold 1,335 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $32.3K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.35% of First Fiduciary Investment Counsel's portfolio in Q2 2026, its #40 holding.
First Fiduciary Investment Counsel first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2021 and has held it in 21 quarters since.
First Fiduciary Investment Counsel's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.99M in Q2 2025.
227 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on First Fiduciary Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.