Hurley Capital’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Hurley Capital’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 Q3	–	Sell	-51,670	Closed	-$1.25M	–	686
2026 Q2	$1.25M	Buy	51,670 +424	+0.8%	+$10.3K	0.65%	37
2026 Q1	$1.24M	Sell	51,246 -1,140	-2%	-$27.6K	0.67%	35
2025 Q4	$1.27M	Sell	52,386 -1,497	-3%	-$36.3K	0.71%	36
2025 Q3	$1.31M	Buy	53,883 +462	+0.9%	+$11.2K	0.74%	36
2025 Q2	$1.3M	Buy	53,421 +383	+0.7%	+$9.25K	0.91%	26
2025 Q1	$1.28M	Buy	53,038 +6,896	+15%	+$166K	0.97%	27
2024 Q4	$1.11M	Buy	+46,142	New	+$1.11M	0.89%	33

Other funds holding IBDR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Hurley Capital's IBDR Position: Q3 2026 in Review

Hurley Capital sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026, closing a stake of 51,670 shares — an estimated $1.25M sold.

Hurley Capital first reported a position in IBDR in Q4 2024 and held it in 7 quarters. The position peaked at $1.31M in Q3 2025. 385 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Hurley Capital reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Hurley Capital sold 51,670 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $1.25M.
Hurley Capital first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and held it in 7 quarters.
Hurley Capital's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.31M in Q3 2025.
385 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.