Highland Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Highland Financial Advisors’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	$256K	Hold	10,575	–	–	0.06%	65
2026 Q1	$256K	Hold	10,575	–	–	0.07%	57
2025 Q4	$256K	Hold	10,575	–	–	0.07%	54
2025 Q3	$257K	Hold	10,575	–	–	0.07%	50
2025 Q2	$256K	Hold	10,575	–	–	0.08%	46
2025 Q1	$256K	Hold	10,575	–	–	0.09%	47
2024 Q4	$255K	Hold	10,575	–	–	0.09%	44
2024 Q3	$257K	Hold	10,575	–	–	0.09%	45
2024 Q2	$252K	Hold	10,575	–	–	0.09%	42
2024 Q1	$252K	Hold	10,575	–	–	0.1%	47
2023 Q4	$253K	Buy	+10,575	New	+$248K	0.11%	48

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

Highland Financial Advisors's IBDR Position: Q2 2026 in Review

Highland Financial Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 10,575 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #65.

Highland Financial Advisors first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $257K in Q3 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Highland Financial Advisors held 10,575 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $256K as of Q2 2026.
Highland Financial Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of Highland Financial Advisors's portfolio in Q2 2026, its #65 holding.
Highland Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Highland Financial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $257K in Q3 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.