Hoey Investments’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Hoey Investments’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	$2.91K	Buy	+120	New	+$2.9K	﹤0.01%	340

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

Hoey Investments's IBDR Position: Q2 2026 in Review

Hoey Investments opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 120 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings.

422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Hoey Investments held 120 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.91K as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Hoey Investments position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #340 holding.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.