Glenview Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Glenview Trust’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	$17.7M	Buy	729,084 +18,129	+3%	+$439K	0.24%	85
2026 Q1	$17.2M	Buy	710,955 +50,605	+8%	+$1.23M	0.27%	77
2025 Q4	$16M	Buy	660,350 +2,462	+0.4%	+$59.7K	0.25%	81
2025 Q3	$16M	Buy	657,888 +35,801	+6%	+$867K	0.25%	81
2025 Q2	$15.1M	Sell	622,087 -10,579	-2%	-$256K	0.26%	84
2025 Q1	$15.3M	Buy	632,666 +13,910	+2%	+$336K	0.3%	82
2024 Q4	$14.9M	Buy	618,756 +57,417	+10%	+$1.38M	0.28%	87
2024 Q3	$13.6M	Buy	561,339 +30,900	+6%	+$744K	0.26%	87
2024 Q2	$12.6M	Buy	530,439 +87,212	+20%	+$2.07M	0.25%	88
2024 Q1	$10.6M	Buy	443,227 +107,604	+32%	+$2.57M	0.23%	99
2023 Q4	$8.02M	Buy	335,623 +96,468	+40%	+$2.27M	0.2%	105
2023 Q3	$5.58M	Buy	239,155 +30,100	+14%	+$705K	0.15%	113
2023 Q2	$4.91M	Buy	209,055 +28,635	+16%	+$676K	0.13%	120
2023 Q1	$4.28M	Buy	180,420 +124,928	+225%	+$2.94M	0.13%	120
2022 Q4	$1.3M	Buy	+55,492	New	+$1.29M	0.04%	196

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

Glenview Trust's IBDR Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.5% in Q2 2026, buying an estimated $439K and bringing the position to 729,084 shares worth $17.7M. The position accounts for 0.24% of the portfolio, ranked #85.

Glenview Trust first reported a position in IBDR in Q4 2022 and has held it in 15 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Glenview Trust held 729,084 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $17.7M as of Q2 2026.
Glenview Trust bought 18,129 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $439K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.24% of Glenview Trust's portfolio in Q2 2026, its #85 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.