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

First Manhattan’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 Q1	$2.94M	Buy	121,406 +14,517	+14%	+$352K	0.01%	302
2025 Q4	$2.59M	Buy	106,889 +24,904	+30%	+$604K	0.01%	312
2025 Q3	$1.99M	Hold	81,985	–	–	0.01%	334
2025 Q2	$1.99M	Buy	81,985 +3,796	+5%	+$91.7K	0.01%	325
2025 Q1	$1.89M	Buy	78,189 +27,957	+56%	+$675K	0.01%	313
2024 Q4	$1.21M	Buy	50,232 +39,182	+355%	+$945K	﹤0.01%	373
2024 Q3	$269K	Buy	+11,050	New	+$266K	﹤0.01%	599
2024 Q2	–	Sell	-325	Closed	-$7.75K	–	950
2024 Q1	$7.75K	Buy	+325	New	+$7.75K	﹤0.01%	1139

Other funds holding IBDR

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

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

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

HPC

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

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

First Manhattan's IBDR Position: Q1 2026 in Review

First Manhattan increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 14% in Q1 2026, buying an estimated $352K and bringing the position to 121,406 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #302.

First Manhattan first reported a position in IBDR in Q1 2024 and has held it in 8 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

First Manhattan held 121,406 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.94M as of Q1 2026.
First Manhattan bought 14,517 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $352K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of First Manhattan's portfolio in Q1 2026, its #302 holding.
First Manhattan first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.