Foster Dykema Cabot & Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Foster Dykema Cabot & Partners’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	$303K	Hold	12,500	–	–	0.02%	93
2025 Q4	$303K	Hold	12,500	–	–	0.02%	100
2025 Q3	$304K	Hold	12,500	–	–	0.02%	109
2025 Q2	$303K	Hold	12,500	–	–	0.02%	106
2025 Q1	$303K	Sell	12,500 -300	-2%	-$7.24K	0.02%	98
2024 Q4	$308K	Buy	12,800 +10,300	+412%	+$248K	0.02%	106
2024 Q3	$60.8K	Buy	+2,500	New	+$60.2K	0.01%	204

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

Foster Dykema Cabot & Partners's IBDR Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 12,500 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #93.

Foster Dykema Cabot & Partners first reported a position in IBDR in Q3 2024 and has held it in 7 quarters since. The position peaked at $308K in Q4 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Foster Dykema Cabot & Partners held 12,500 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $303K as of Q1 2026.
Foster Dykema Cabot & Partners left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #93 holding.
Foster Dykema Cabot & Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
Foster Dykema Cabot & Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $308K in Q4 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.