IF
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IRON Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

IRON Financial’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 		$3.73M Sell
153,813
-1,492
-1% -$36.2K 1.63% 14
2025
Q4 		$3.76M Buy
155,305
+1,716
+1% +$41.6K 1.73% 14
2025
Q3 		$3.73M Buy
153,589
+956
+0.6% +$23.2K 1.79% 11
2025
Q2 		$3.7M Buy
152,633
+734
+0.5% +$17.7K 1.92% 11
2025
Q1 		$3.68M Sell
151,899
-28,909
-16% -$698K 2.06% 13
2024
Q4 		$4.35M Sell
180,808
-1,541
-0.8% -$37.2K 2.44% 12
2024
Q3 		$4.43M Buy
182,349
+533
+0.3% +$12.8K 2.41% 12
2024
Q2 		$4.33M Sell
181,816
-502
-0.3% -$11.9K 2.43% 12
2024
Q1 		$4.35M Sell
182,318
-5,150
-3% -$123K 2.42% 13
2023
Q4 		$4.48M Sell
187,468
-3,464
-2% -$81.3K 2.54% 13
2023
Q3 		$4.46M Sell
190,932
-3,344
-2% -$78.3K 2.59% 13
2023
Q2 		$4.56M Buy
194,276
+590
+0.3% +$13.9K 2.45% 13
2023
Q1 		$4.6M Sell
193,686
-1,303
-0.7% -$30.7K 2.52% 14
2022
Q4 		$4.55M Sell
194,989
-12,420
-6% -$288K 2.61% 13
2022
Q3 		$4.79M Buy
207,409
+7,134
+4% +$170K 2.63% 13
2022
Q2 		$4.76M Buy
200,275
+18,237
+10% +$438K 2.5% 15
2022
Q1 		$4.49M Buy
182,038
+43,864
+32% +$1.11M 2.07% 15
2021
Q4 		$3.6M Buy
138,174
+16,641
+14% +$436K 1.61% 19
2021
Q3 		$3.22M Buy
121,533
+23,262
+24% +$619K 1.55% 16
2021
Q2 		$2.62M Buy
+98,271
New +$2.61M 1.22% 19

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

IRON Financial's IBDR Position: Q1 2026 in Review

IRON Financial reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.96% in Q1 2026, selling an estimated $36.2K and leaving 153,813 shares worth $3.73M. The position accounts for 1.63% of the portfolio, ranked #14.

IRON Financial first reported a position in IBDR in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.79M in Q3 2022. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • IRON Financial held 153,813 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.73M as of Q1 2026.
  • IRON Financial sold 1,492 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $36.2K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 1.63% of IRON Financial's portfolio in Q1 2026, its #14 holding.
  • IRON Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2021 and has held it in 20 quarters since.
  • IRON Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.79M in Q3 2022.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.