Godshalk Welsh Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Godshalk Welsh Capital 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
2026 Q1	$2.18M	Buy	90,025 +5,650	+7%	+$137K	1.27%	22
2025 Q4	$2.04M	Buy	84,375 +7,225	+9%	+$175K	1.17%	25
2025 Q3	$1.87M	Buy	77,150 +12,450	+19%	+$302K	1.08%	28
2025 Q2	$1.57M	Buy	64,700 +9,700	+18%	+$234K	0.97%	29
2025 Q1	$1.33M	Buy	55,000 +8,200	+18%	+$198K	0.87%	38
2024 Q4	$1.13M	Buy	46,800 +8,150	+21%	+$196K	0.73%	45
2024 Q3	$939K	Buy	38,650 +7,900	+26%	+$190K	0.59%	55
2024 Q2	$732K	Buy	30,750 +11,250	+58%	+$267K	0.49%	64
2024 Q1	$465K	Buy	19,500 +5,000	+34%	+$119K	0.31%	82
2023 Q4	$347K	Buy	+14,500	New	+$340K	0.25%	94

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

Godshalk Welsh Capital Management's IBDR Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.7% in Q1 2026, buying an estimated $137K and bringing the position to 90,025 shares worth $2.18M. The position accounts for 1.27% of the portfolio, ranked #22.

Godshalk Welsh Capital Management first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Godshalk Welsh Capital Management held 90,025 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.18M as of Q1 2026.
Godshalk Welsh Capital Management bought 5,650 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $137K.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.27% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #22 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.