Gould Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Gould Asset 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	$1.37M	Buy	56,640 +80	+0.1%	+$1.94K	0.24%	54
2025 Q4	$1.37M	Buy	56,560 +330	+0.6%	+$8K	0.24%	51
2025 Q3	$1.37M	Buy	56,230 +1,230	+2%	+$29.8K	0.25%	49
2025 Q2	$1.33M	Buy	55,000 +2,890	+6%	+$69.8K	0.26%	49
2025 Q1	$1.26M	Sell	52,110 -60	-0.1%	-$1.45K	0.26%	47
2024 Q4	$1.26M	Buy	52,170 +3,950	+8%	+$95.2K	0.26%	49
2024 Q3	$1.17M	Buy	48,220 +22	+0%	+$530	0.25%	49
2024 Q2	$1.15M	Buy	48,198 +14,078	+41%	+$334K	0.26%	49
2024 Q1	$814K	Buy	34,120 +8,470	+33%	+$202K	0.2%	63
2023 Q4	$613K	Buy	+25,650	New	+$602K	0.16%	70

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

Gould Asset Management's IBDR Position: Q1 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.14% in Q1 2026, buying an estimated $1.94K and bringing the position to 56,640 shares worth $1.37M. The position accounts for 0.24% of the portfolio, ranked #54.

Gould Asset 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.

Gould Asset Management held 56,640 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.37M as of Q1 2026.
Gould Asset Management bought 80 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.94K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.24% of Gould Asset Management's portfolio in Q1 2026, its #54 holding.
Gould Asset 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 Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.