JDM Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

JDM Financial Group’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	$30.2K	Sell	1,248 -25,886	-95%	-$627K	0.01%	141
2026 Q1	$658K	Sell	27,134 -796	-3%	-$19.3K	0.25%	39
2025 Q4	$677K	Sell	27,930 -6,522	-19%	-$158K	0.26%	38
2025 Q3	$837K	Sell	34,452 -3,056	-8%	-$74K	0.35%	29
2025 Q2	$910K	Sell	37,508 -6,524	-15%	-$158K	0.43%	27
2025 Q1	$1.07M	Sell	44,032 -11,724	-21%	-$283K	0.54%	26
2024 Q4	$1.34M	Sell	55,756 -24,631	-31%	-$594K	0.7%	21
2024 Q3	$1.95M	Buy	+80,387	New	+$1.94M	1.06%	17

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

JDM Financial Group's IBDR Position: Q2 2026 in Review

JDM Financial Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 95% in Q2 2026, selling an estimated $627K and leaving 1,248 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #141.

JDM Financial Group first reported a position in IBDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.95M in Q3 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

JDM Financial Group held 1,248 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $30.2K as of Q2 2026.
JDM Financial Group sold 25,886 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $627K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #141 holding.
JDM Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
JDM Financial Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.95M in Q3 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.