Hilltop Holdings’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Hilltop Holdings’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
2025 Q1	–	Sell	-127,597	Closed	-$3.07M	–	878
2024 Q4	$3.07M	Buy	127,597 +37,776	+42%	+$911K	0.19%	128
2024 Q3	$2.18M	Buy	89,821 +3,471	+4%	+$83.6K	0.14%	159
2024 Q2	$2.06M	Buy	86,350 +8,468	+11%	+$201K	0.24%	103
2024 Q1	$1.86M	Buy	77,882 +5,973	+8%	+$142K	0.19%	132
2023 Q4	$1.72M	Buy	+71,909	New	+$1.69M	0.19%	149

Other funds holding IBDR

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

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

HPC

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

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

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hilltop Holdings's IBDR Position: Q1 2025 in Review

Hilltop Holdings sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2025, closing a stake of 127,597 shares — an estimated $3.07M sold.

Hilltop Holdings first reported a position in IBDR in Q4 2023 and held it in 5 quarters. The position peaked at $3.07M in Q4 2024. 389 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

Hilltop Holdings reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Hilltop Holdings sold 127,597 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $3.07M.
Hilltop Holdings first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 5 quarters.
Hilltop Holdings's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.07M in Q4 2024.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

Based on Hilltop Holdings's 13F filing for Q1 2025, filed 15 May 2025.