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Fortune Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Fortune Financial Group’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 		$302K Sell
12,468
-41
-0.3% -$993 0.24% 88
2026
Q1 		$303K Buy
12,509
+3,972
+47% +$96.3K 0.27% 62
2025
Q4 		$212K Buy
+8,537
New +$207K 0.21% 88

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Fortune Financial Group's IBDR Position: Q2 2026 in Review

Fortune Financial Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.33% in Q2 2026, selling an estimated $993 and leaving 12,468 shares worth $302K. The position accounts for 0.24% of the portfolio, ranked #88.

Fortune Financial Group first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q1 2026. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Fortune Financial Group held 12,468 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $302K as of Q2 2026.
  • Fortune Financial Group sold 41 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $993.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.24% of Fortune Financial Group's portfolio in Q2 2026, its #88 holding.
  • Fortune Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Fortune Financial Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $303K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.