Focus Financial Network’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Focus Financial Network’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	–	Sell	-16,352	Closed	-$396K	–	775
2026 Q1	$396K	Hold	16,352	–	–	0.01%	527
2025 Q4	$396K	Buy	16,352 +193	+1%	+$4.68K	0.01%	506
2025 Q3	$393K	Buy	+16,159	New	+$391K	0.01%	517

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Focus Financial Network's IBDR Position: Q2 2026 in Review

Focus Financial Network sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 16,352 shares — an estimated $396K sold.

Focus Financial Network first reported a position in IBDR in Q3 2025 and held it in 3 quarters. The position peaked at $396K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Focus Financial Network reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Focus Financial Network sold 16,352 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $396K.
Focus Financial Network first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
Focus Financial Network's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $396K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.