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

Harbor Investment Advisory’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	$2.54M	Buy	104,654 +2,852	+3%	+$69K	0.18%	100
2026 Q1	$2.47M	Buy	101,802 +3,566	+4%	+$86.4K	0.19%	91
2025 Q4	$2.38M	Buy	98,236 +15,954	+19%	+$387K	0.18%	100
2025 Q3	$2M	Buy	82,282 +4,652	+6%	+$113K	0.17%	107
2025 Q2	$1.88M	Buy	77,630 +10,636	+16%	+$257K	0.17%	103
2025 Q1	$1.62M	Buy	66,994 +5,829	+10%	+$141K	0.16%	109
2024 Q4	$1.47M	Buy	61,165 +10,774	+21%	+$260K	0.14%	115
2024 Q3	$1.22M	Buy	50,391 +12,430	+33%	+$299K	0.12%	136
2024 Q2	$904K	Buy	37,961 +7,457	+24%	+$177K	0.09%	161
2024 Q1	$728K	Buy	30,504 +9,672	+46%	+$231K	0.08%	191
2023 Q4	$498K	Buy	20,832 +3,150	+18%	+$74K	0.06%	214
2023 Q3	$413K	Hold	17,682	–	–	0.05%	224
2023 Q2	$415K	Hold	17,682	–	–	0.06%	243
2023 Q1	$420K	Hold	17,682	–	–	0.06%	234
2022 Q4	$413K	Buy	17,682 +17,182	+3,436%	+$399K	0.06%	229
2022 Q3	$12K	Buy	+500	New	+$11.9K	﹤0.01%	1011

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 Investment Advisory's IBDR Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.8% in Q2 2026, buying an estimated $69K and bringing the position to 104,654 shares worth $2.54M. The position accounts for 0.18% of the portfolio, ranked #100.

Harbor Investment Advisory first reported a position in IBDR in Q3 2022 and has held it in 16 quarters since. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Harbor Investment Advisory held 104,654 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.54M as of Q2 2026.
Harbor Investment Advisory bought 2,852 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $69K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.18% of Harbor Investment Advisory's portfolio in Q2 2026, its #100 holding.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.