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

Greenline 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
Q1 		– Sell
-123,877
Closed -$3M – 146
2025
Q4 		$3M Sell
123,877
-61,800
-33% -$1.5M 0.34% 62
2025
Q3 		$4.51M Hold
185,677
– – 0.55% 51
2025
Q2 		$4.5M Buy
+185,677
New +$4.49M 0.61% 42

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
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Greenline Partners's IBDR Position: Q1 2026 in Review

Greenline Partners sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 123,877 shares — an estimated $3M sold.

Greenline Partners first reported a position in IBDR in Q2 2025 and held it in 3 quarters. The position peaked at $4.51M in Q3 2025. 441 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Greenline Partners reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Partners sold 123,877 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $3M.
  • Greenline Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and held it in 3 quarters.
  • Greenline Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.51M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Greenline Partners's 13F filing for Q1 2026, filed 15 May 2026.