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Harbour Investments’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Harbour Investments’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 		$284K Buy
11,725
+112
+1% +$2.71K ﹤0.01% 1410
2026
Q1 		$282K Buy
11,613
+5,209
+81% +$126K ﹤0.01% 1348
2025
Q4 		$155K Sell
6,404
-374
-6% -$9.07K ﹤0.01% 1413
2025
Q3 		$165K Sell
6,778
-5,813
-46% -$141K ﹤0.01% 1312
2025
Q2 		$305K Buy
12,591
+56
+0.4% +$1.35K 0.01% 986
2025
Q1 		$303K Buy
12,535
+1,967
+19% +$47.5K 0.01% 919
2024
Q4 		$254K Buy
10,568
+1,617
+18% +$39K 0.01% 941
2024
Q3 		$218K Buy
8,951
+3,917
+78% +$94.3K 0.01% 980
2024
Q2 		$120K Buy
5,034
+42
+0.8% +$997 ﹤0.01% 1156
2024
Q1 		$119K Buy
4,992
+1,009
+25% +$24.1K ﹤0.01% 1128
2023
Q4 		$95.2K Buy
3,983
+49
+1% +$1.15K ﹤0.01% 1156
2023
Q3 		$91.8K Buy
3,934
+34
+0.9% +$796 ﹤0.01% 1083
2023
Q2 		$91.5K Buy
3,900
+32
+0.8% +$756 ﹤0.01% 1098
2023
Q1 		$91.8K Buy
3,868
+20
+0.5% +$471 0.01% 1086
2022
Q4 		$89.8K Buy
3,848
+58
+2% +$1.35K 0.01% 1049
2022
Q3 		$90K Hold
3,790
– – 0.01% 1018
2022
Q2 		$90K Buy
+3,790
New +$91.1K 0.01% 1018
2021
Q4 		$31K Sell
1,194
-2,490
-68% -$65.2K ﹤0.01% 1473
2021
Q3 		$98K Buy
3,684
+2,936
+393% +$78.2K ﹤0.01% 1384
2021
Q2 		$20K Buy
748
+25
+3% +$664 ﹤0.01% 2344
2021
Q1 		$19K Buy
+723
New +$19.3K ﹤0.01% 2233

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
Commonwealth Equity Services
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

Harbour Investments's IBDR Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.96% in Q2 2026, buying an estimated $2.71K and bringing the position to 11,725 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Harbour Investments first reported a position in IBDR in Q1 2021 and has held it in 21 quarters since. The position peaked at $305K in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Harbour Investments held 11,725 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $284K as of Q2 2026.
  • Harbour Investments bought 112 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.71K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1410 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $305K in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.