Great Diamond Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Great Diamond Partners’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 Q3	–	Sell	-51,368	Closed	-$1.24M	–	131
2026 Q2	$1.24M	Sell	51,368 -125,617	-71%	-$3.04M	0.21%	108
2026 Q1	$4.29M	Buy	176,985 +34,196	+24%	+$829K	0.83%	29
2025 Q4	$3.46M	Buy	142,789 +36,243	+34%	+$879K	0.67%	36
2025 Q3	$2.59M	Sell	106,546 -42,300	-28%	-$1.02M	0.5%	58
2025 Q2	$3.61M	Buy	148,846 +3,398	+2%	+$82.1K	0.76%	28
2025 Q1	$3.52M	Buy	145,448 +3,665	+3%	+$88.4K	0.96%	24
2024 Q4	$3.41M	Buy	+141,783	New	+$3.42M	0.88%	31
2023 Q1	–	Sell	-138,300	Closed	-$3.23M	–	222
2022 Q4	$3.23M	Buy	+138,300	New	+$3.21M	0.99%	31

Other funds holding IBDR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Great Diamond Partners's IBDR Position: Q3 2026 in Review

Great Diamond Partners sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026, closing a stake of 51,368 shares — an estimated $1.24M sold.

Great Diamond Partners first reported a position in IBDR in Q4 2022 and held it in 8 quarters. The position peaked at $4.29M in Q1 2026. 340 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Great Diamond Partners reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Great Diamond Partners sold 51,368 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $1.24M.
Great Diamond Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
Great Diamond Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.29M in Q1 2026.
340 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.