HB Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

HB Wealth Management’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	$942K	Buy	+38,880	New	+$942K	0.01%	691
2025 Q4	–	Hold	0	–	–	–	652
2025 Q3	–	Sell	-40,383	Closed	-$978K	–	618
2025 Q2	$979K	Buy	+40,383	New	+$976K	0.01%	536
2025 Q1	–	Hold	0	–	–	–	502

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HB Wealth Management's IBDR Position: Q1 2026 in Review

HB Wealth Management opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026: 38,880 shares worth $942K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in IBDR as recently as Q2 2025.

HB Wealth Management first reported a position in IBDR in Q2 2025 and has held it in 2 quarters since. The position peaked at $979K in Q2 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

HB Wealth Management held 38,880 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $942K as of Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new HB Wealth Management position in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #691 holding.
HB Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 2 quarters since.
HB Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $979K in Q2 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.