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 Q2	–	Sell	-38,880	Closed	-$942K	–	1758
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 $1.55T 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

HB Wealth Management's IBDR Position: Q2 2026 in Review

HB Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 38,880 shares — an estimated $942K sold.

HB Wealth Management first reported a position in IBDR in Q2 2025 and held it in 2 quarters. The position peaked at $979K in Q2 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

HB Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 38,880 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $942K.
HB Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
HB Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $979K in Q2 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.