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Global Endowment Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Global Endowment Management’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
2025
Q2 		– Sell
-8,310
Closed -$201K – 142
2025
Q1 		$201K Hold
8,310
– – 0.03% 141
2024
Q4 		$200K Buy
+8,310
New +$200K 0.03% 139

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Global Endowment Management's IBDR Position: Q2 2025 in Review

Global Endowment Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2025, closing a stake of 8,310 shares — an estimated $201K sold.

Global Endowment Management first reported a position in IBDR in Q4 2024 and held it in 2 quarters. The position peaked at $201K in Q1 2025. 409 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

  • Global Endowment Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Global Endowment Management sold 8,310 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2025, an estimated $201K.
  • Global Endowment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
  • Global Endowment Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $201K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on Global Endowment Management's 13F filing for Q2 2025, filed 13 Aug 2025.