Horizons Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Horizons Wealth Management’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	$259K	Sell	10,683 -1,179	-10%	-$28.6K	0.17%	58
2025 Q4	$287K	Sell	11,862 -1,360	-10%	-$33K	0.19%	56
2025 Q3	$321K	Buy	13,222 +1,043	+9%	+$25.3K	0.22%	52
2025 Q2	$295K	Sell	12,179 -540	-4%	-$13K	0.21%	56
2025 Q1	$308K	Hold	12,719	–	–	0.23%	51
2024 Q4	$306K	Sell	12,719 -1,006	-7%	-$24.3K	0.23%	53
2024 Q3	$334K	Hold	13,725	–	–	0.26%	48
2024 Q2	$328K	Sell	13,725 -941	-6%	-$22.3K	0.26%	48
2024 Q1	$351K	Hold	14,666	–	–	0.23%	46
2023 Q4	$351K	Buy	14,666 +1,579	+12%	+$37.1K	0.23%	46
2023 Q3	$305K	Hold	13,087	–	–	0.22%	52
2023 Q2	$307K	Sell	13,087 -223	-2%	-$5.27K	0.22%	51
2023 Q1	$316K	Sell	13,310 -339	-2%	-$7.98K	0.23%	47
2022 Q4	$319K	Buy	13,649 +1,471	+12%	+$34.2K	0.26%	41
2022 Q3	$281K	Sell	12,178 -394	-3%	-$9.39K	0.26%	41
2022 Q2	$303K	Buy	+12,572	New	+$302K	0.25%	42

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Horizons Wealth Management's IBDR Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 9.9% in Q1 2026, selling an estimated $28.6K and leaving 10,683 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #58.

Horizons Wealth Management first reported a position in IBDR in Q2 2022 and has held it in 16 quarters since. The position peaked at $351K in Q1 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Horizons Wealth Management held 10,683 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $259K as of Q1 2026.
Horizons Wealth Management sold 1,179 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $28.6K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.17% of Horizons Wealth Management's portfolio in Q1 2026, its #58 holding.
Horizons Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $351K in Q1 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.