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Houlihan Financial Resource Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Houlihan Financial Resource Group’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 		$5.38M Sell
222,124
-2,532
-1% -$61.3K 1.92% 16
2026
Q1 		$5.45M Buy
224,656
+98,224
+78% +$2.38M 2.12% 15
2025
Q4 		$5.58M Buy
126,432
+28,377
+29% +$688K 2.12% 14
2025
Q3 		$2.38M Sell
98,055
-122,244
-55% -$2.96M 2.09% 16
2025
Q2 		$5.34M Sell
220,299
-1,976
-0.9% -$47.7K 2.21% 13
2025
Q1 		$5.38M Sell
222,275
-3,366
-1% -$81.2K 2.42% 12
2024
Q4 		$5.43M Buy
225,641
+12,405
+6% +$299K 2.32% 13
2024
Q3 		$5.18M Buy
213,236
+16,978
+9% +$409K 2.14% 15
2024
Q2 		$4.67M Buy
196,258
+6,153
+3% +$146K 3.19% 9
2024
Q1 		$4.53M Buy
190,105
+21,962
+13% +$524K 2.03% 15
2023
Q4 		$4.02M Buy
168,143
+29,494
+21% +$693K 1.95% 16
2023
Q3 		$3.23M Sell
138,649
-2,446,995
-95% -$57.3M 1.73% 18
2023
Q2 		$61.1M Buy
2,585,644
+2,490,725
+2,624% +$58.8M 1.9% 18
2023
Q1 		$2.25M Buy
94,919
+42,263
+80% +$995K 1.23% 27
2022
Q4 		$1.24M Buy
52,656
+16,831
+47% +$391K 0.71% 33
2022
Q3 		$838K Buy
+35,825
New +$853K 0.51% 43

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Houlihan Financial Resource Group's IBDR Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.1% in Q2 2026, selling an estimated $61.3K and leaving 222,124 shares worth $5.38M. The position accounts for 1.92% of the portfolio, ranked #16.

Houlihan Financial Resource Group first reported a position in IBDR in Q3 2022 and has held it in 16 quarters since. The position peaked at $61.1M in Q2 2023. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Houlihan Financial Resource Group held 222,124 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.38M as of Q2 2026.
  • Houlihan Financial Resource Group sold 2,532 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $61.3K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 1.92% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #16 holding.
  • Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
  • Houlihan Financial Resource Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $61.1M in Q2 2023.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.