Heartland Bank & Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Heartland Bank & Trust’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	$4.85M	Buy	200,103 +24,662	+14%	+$598K	1.1%	20
2025 Q4	$4.25M	Buy	175,441 +14,298	+9%	+$347K	1.8%	12
2025 Q3	$3.92M	Buy	161,143 +38,441	+31%	+$931K	1.62%	13
2025 Q2	$2.98M	Buy	122,702 +36,197	+42%	+$874K	1.39%	14
2025 Q1	$2.09M	Buy	86,505 +19,285	+29%	+$465K	1.08%	18
2024 Q4	$1.62M	Buy	67,220 +26,096	+63%	+$629K	0.88%	23
2024 Q3	$999K	Buy	41,124 +7,441	+22%	+$179K	0.54%	37
2024 Q2	$802K	Buy	33,683 +7,271	+28%	+$173K	0.46%	42
2024 Q1	$630K	Buy	+26,412	New	+$630K	0.37%	71

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 $79.5B AUM 27.1% 1-Year Est. Return

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

Heartland Bank & Trust's IBDR Position: Q1 2026 in Review

Heartland Bank & Trust increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 14% in Q1 2026, buying an estimated $598K and bringing the position to 200,103 shares worth $4.85M. The position accounts for 1.1% of the portfolio, ranked #20.

Heartland Bank & Trust first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Heartland Bank & Trust held 200,103 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.85M as of Q1 2026.
Heartland Bank & Trust bought 24,662 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $598K.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.1% of Heartland Bank & Trust's portfolio in Q1 2026, its #20 holding.
Heartland Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.