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Horan Securities’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Horan Securities’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
Q2 		$972K Buy
40,092
+29
+0.1% +$701 0.34% 35
2025
Q1 		$970K Sell
40,063
-316
-0.8% -$7.63K 0.37% 28
2024
Q4 		$972K Sell
40,379
-2,943
-7% -$71K 0.37% 25
2024
Q3 		$1.05M Sell
43,322
-2,106
-5% -$50.7K 0.41% 21
2024
Q2 		$1.08M Buy
45,428
+5,995
+15% +$142K 0.47% 14
2024
Q1 		$940K Buy
39,433
+4,058
+11% +$96.7K 0.44% 20
2023
Q4 		$845K Buy
35,375
+692
+2% +$16.2K 0.43% 20
2023
Q3 		$809K Buy
34,683
+5,720
+20% +$134K 0.43% 20
2023
Q2 		$680K Buy
28,963
+1,034
+4% +$24.4K 0.29% 38
2023
Q1 		$663K Buy
27,929
+24,447
+702% +$575K 0.34% 26
2022
Q4 		$81.3K Buy
+3,482
New +$80.8K 0.05% 158

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return