Greenspring Advisors
IBDR icon

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

Greenspring 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
Q3 		$261K Hold
10,758
– – 0.01% 315
2026
Q2 		$261K Hold
10,758
– – 0.01% 292
2026
Q1 		$261K Hold
10,758
– – 0.02% 261
2025
Q4 		$261K Buy
+10,758
New +$261K 0.02% 247

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Raymond James Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Stratos Wealth Partners
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Sound View Wealth Advisors Group
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Greenspring Advisors's IBDR Position: Q3 2026 in Review

Greenspring Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 10,758 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #315.

Greenspring Advisors first reported a position in IBDR in Q4 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Greenspring Advisors held 10,758 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $261K as of Q3 2026.
  • Greenspring Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Greenspring Advisors's portfolio in Q3 2026, its #315 holding.
  • Greenspring Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.