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IFP Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

IFP Advisors’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 		$12M Buy
495,135
+13,900
+3% +$337K 0.22% 100
2026
Q1 		$11.7M Buy
481,235
+84,682
+21% +$2.05M 0.24% 89
2025
Q4 		$9.61M Sell
396,553
-13,365
-3% -$324K 0.22% 94
2025
Q3 		$9.96M Sell
409,918
-203
-0% -$4.92K 0.26% 75
2025
Q2 		$9.95M Buy
410,121
+13,938
+4% +$337K 0.28% 67
2025
Q1 		$9.59M Buy
396,183
+40,424
+11% +$975K 0.3% 67
2024
Q4 		$8.56M Buy
355,759
+38,178
+12% +$920K 0.28% 68
2024
Q3 		$7.72M Buy
317,581
+24,702
+8% +$595K 0.28% 74
2024
Q2 		$6.98M Buy
292,879
+19,733
+7% +$469K 0.28% 74
2024
Q1 		$6.51M Buy
273,146
+11,109
+4% +$265K 0.29% 74
2023
Q4 		$6.26M Buy
262,037
+116,483
+80% +$2.73M 0.3% 75
2023
Q3 		$3.4M Sell
145,554
-11,421
-7% -$267K 0.15% 129
2023
Q2 		$3.68M Sell
156,975
-36,418
-19% -$860K 0.15% 131
2023
Q1 		$4.5M Buy
193,393
+54,251
+39% +$1.28M 0.2% 102
2022
Q4 		$3.25M Buy
139,142
+130,962
+1,601% +$3.04M 0.09% 236
2022
Q3 		$190K Buy
+8,180
New +$195K 0.01% 1441
2022
Q1 		– Sell
-3,007
Closed -$78K – 4565
2021
Q4 		$78K Hold
3,007
– – ﹤0.01% 1372
2021
Q3 		$80K Hold
3,007
– – ﹤0.01% 1383
2021
Q2 		$80K Buy
+3,007
New +$79.8K ﹤0.01% 1332
2019
Q1 		– Sell
-1,480
Closed -$34K – 2832
2018
Q4 		$34K Sell
1,480
-1,392
-48% -$32K ﹤0.01% 1829
2018
Q3 		$67K Buy
2,872
+852
+42% +$19.9K ﹤0.01% 1727
2018
Q2 		$47K Hold
2,020
– – ﹤0.01% 1953
2018
Q1 		$50K Hold
2,020
– – ﹤0.01% 1806
2017
Q4 		$50K Buy
2,020
+1,380
+216% +$33.9K ﹤0.01% 1823
2017
Q3 		$16K Buy
+640
New +$15.7K ﹤0.01% 2750

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

IFP Advisors's IBDR Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.9% in Q2 2026, buying an estimated $337K and bringing the position to 495,135 shares worth $12M. The position accounts for 0.22% of the portfolio, ranked #100.

IFP Advisors first reported a position in IBDR in Q3 2017 and has held it in 25 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • IFP Advisors held 495,135 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $12M as of Q2 2026.
  • IFP Advisors bought 13,900 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $337K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.22% of IFP Advisors's portfolio in Q2 2026, its #100 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2017 and has held it in 25 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.