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IF
Ironwood Financial’s
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
Stock Holding History
Ironwood 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
$7.9M
Sell
325,923
-10,542
-3%
-$255K
1.38%
21
2025
Q4
$8.16M
Buy
336,465
+60,243
+22%
+$1.46M
1.38%
22
2025
Q3
$6.71M
Buy
276,222
+118,268
+75%
+$2.86M
1.19%
24
2025
Q2
$3.82M
Hold
157,954
–
–
0.82%
32
2025
Q1
$3.82M
Buy
157,954
+18,598
+13%
+$449K
0.82%
32
2024
Q4
$3.35M
Buy
139,356
+15,766
+13%
+$380K
0.7%
37
2024
Q3
$3M
Buy
123,590
+32,940
+36%
+$793K
0.63%
39
2024
Q2
$2.16M
Buy
90,650
+17,890
+25%
+$425K
0.48%
46
2024
Q1
$1.74M
Buy
72,760
+3,600
+5%
+$85.8K
0.4%
51
2023
Q4
$1.65M
Buy
69,160
+25,077
+57%
+$589K
0.4%
52
2023
Q3
$1.03M
Buy
44,083
+8,355
+23%
+$196K
0.28%
60
2023
Q2
$839K
Buy
35,728
+4,356
+14%
+$103K
0.22%
68
2023
Q1
$744K
Buy
31,372
+3,540
+13%
+$83.3K
0.21%
72
2022
Q4
$650K
Buy
+27,832
New
+$646K
0.2%
76
2022
Q2
–
Sell
-9,312
Closed
-$230K
–
121
2022
Q1
$230K
Buy
+9,312
New
+$236K
0.06%
114
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1-Year Est. Return
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$25.5B AUM
19.2%
1-Year Est. Return
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$67.6B AUM
18.3%
1-Year Est. Return
HPC
HM Payson & Co
Portland, Maine
$6.93B AUM
28.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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