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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Great Diamond Partners's IBDR Position: Q2 2026 in Review

Great Diamond Partners reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 71% in Q2 2026, selling an estimated $3.04M and leaving 51,368 shares worth $1.24M. The position accounts for 0.21% of the portfolio, ranked #108.

Great Diamond Partners first reported a position in IBDR in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.29M in Q1 2026. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Great Diamond Partners held 51,368 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.24M as of Q2 2026.
Great Diamond Partners sold 125,617 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $3.04M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.21% of Great Diamond Partners's portfolio in Q2 2026, its #108 holding.
Great Diamond Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 8 quarters since.
Great Diamond Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.29M in Q1 2026.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.