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Gratus Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Gratus Wealth Advisors’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 		$37M Buy
1,527,912
+31,407
+2% +$760K 4.71% 6
2026
Q1 		$36.3M Buy
1,496,505
+59,966
+4% +$1.45M 5.25% 5
2025
Q4 		$34.8M Buy
1,436,539
+70,236
+5% +$1.7M 4.83% 6
2025
Q3 		$33.2M Buy
1,366,303
+41,240
+3% +$999K 4.67% 6
2025
Q2 		$32.1M Buy
1,325,063
+27,431
+2% +$663K 4.87% 6
2025
Q1 		$31.4M Buy
1,297,632
+39,467
+3% +$952K 5.16% 5
2024
Q4 		$30.3M Buy
1,258,165
+26,734
+2% +$645K 4.85% 4
2024
Q3 		$29.7M Buy
1,231,431
+59,721
+5% +$1.44M 4.85% 4
2024
Q2 		$28M Buy
1,171,710
+25,161
+2% +$597K 4.83% 4
2024
Q1 		$27.1M Buy
1,146,549
+104,439
+10% +$2.49M 4.98% 4
2023
Q4 		$24.9M Buy
+1,042,110
New +$24.5M 4.91% 5

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Gratus Wealth Advisors's IBDR Position: Q2 2026 in Review

Gratus Wealth Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.1% in Q2 2026, buying an estimated $760K and bringing the position to 1,527,912 shares worth $37M. The position accounts for 4.71% of the portfolio, ranked #6.

Gratus Wealth Advisors first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Gratus Wealth Advisors held 1,527,912 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $37M as of Q2 2026.
  • Gratus Wealth Advisors bought 31,407 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $760K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 4.71% of Gratus Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.