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 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

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

Hurley Capital's IBDR Position: Q2 2026 in Review

Hurley Capital increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.83% in Q2 2026, buying an estimated $10.3K and bringing the position to 51,670 shares worth $1.25M. The position accounts for 0.65% of the portfolio, ranked #37.

Hurley Capital first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2025. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Hurley Capital held 51,670 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.25M as of Q2 2026.
Hurley Capital bought 424 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $10.3K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.65% of Hurley Capital's portfolio in Q2 2026, its #37 holding.
Hurley Capital first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Hurley Capital's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.31M in Q3 2025.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.