Harbor Advisory Corp’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Harbor Advisory Corp’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	$1.64M	Hold	67,891	–	–	0.44%	47
2026 Q1	$1.65M	Hold	67,891	–	–	0.49%	46
2025 Q4	$1.64M	Buy	67,891 +4,000	+6%	+$97K	0.5%	46
2025 Q3	$1.55M	Buy	63,891 +6,500	+11%	+$157K	0.46%	48
2025 Q2	$1.39M	Hold	57,391	–	–	0.44%	48
2025 Q1	$1.39M	Hold	57,391	–	–	0.47%	54
2024 Q4	$1.38M	Buy	57,391 +3,996	+7%	+$96.3K	0.45%	56
2024 Q3	$1.3M	Hold	53,395	–	–	0.42%	56
2024 Q2	$1.27M	Buy	53,395 +5,635	+12%	+$134K	0.44%	57
2024 Q1	$1.14M	Hold	47,760	–	–	0.39%	57
2023 Q4	$1.14M	Hold	47,760	–	–	0.41%	56
2023 Q3	$1.11M	Buy	+47,760	New	+$1.12M	0.4%	58

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Harbor Advisory Corp's IBDR Position: Q2 2026 in Review

Harbor Advisory Corp held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 67,891 shares worth $1.64M. The position accounts for 0.44% of the portfolio, ranked #47.

Harbor Advisory Corp first reported a position in IBDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Harbor Advisory Corp held 67,891 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.64M as of Q2 2026.
Harbor Advisory Corp left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.44% of Harbor Advisory Corp's portfolio in Q2 2026, its #47 holding.
Harbor Advisory Corp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Harbor Advisory Corp's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.65M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.