First Horizon Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

First Horizon Advisors’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	$77.3K	Hold	3,187	–	–	﹤0.01%	802
2025 Q1	$77.2K	Hold	3,187	–	–	﹤0.01%	760
2024 Q4	$76.7K	Buy	3,187 +227	+8%	+$5.47K	﹤0.01%	781
2024 Q3	$71.9K	Hold	2,960	–	–	﹤0.01%	840
2024 Q2	$70.5K	Hold	2,960	–	–	﹤0.01%	786
2024 Q1	$70.6K	Hold	2,960	–	–	﹤0.01%	802
2023 Q4	$70.7K	Buy	+2,960	New	+$69.5K	﹤0.01%	781
2023 Q2	–	Sell	-553	Closed	-$13.1K	–	2487
2023 Q1	$13.1K	Hold	553	–	–	﹤0.01%	1442
2022 Q4	$12.9K	Hold	553	–	–	﹤0.01%	1437
2022 Q3	$13K	Hold	553	–	–	﹤0.01%	1403
2022 Q2	$13K	Hold	553	–	–	﹤0.01%	1468
2022 Q1	$14K	Buy	+553	New	+$14K	﹤0.01%	992
2021 Q4	–	Sell	-25	Closed	–	–	2334
2021 Q3	$0	Hold	25	–	–	﹤0.01%	2344
2021 Q2	$0	Hold	25	–	–	﹤0.01%	2029
2021 Q1	$0	Buy	+25	New	+$668	﹤0.01%	1934

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

First Horizon Advisors's IBDR Position: Q2 2025 in Review

First Horizon Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2025 at 3,187 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

First Horizon Advisors first reported a position in IBDR in Q1 2021 and has held it in 15 quarters since. 408 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

First Horizon Advisors held 3,187 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $77.3K as of Q2 2025.
First Horizon Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #802 holding.
First Horizon Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and has held it in 15 quarters since.
408 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.