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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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 San Diego, California $377B 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 $57.3B AUM 18.32% 1-Year Est. Return

JDM Financial Group's IBDR Position: Q1 2026 in Review

JDM Financial Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.8% in Q1 2026, selling an estimated $19.3K and leaving 27,134 shares worth $658K. The position accounts for 0.25% of the portfolio, ranked #39.

JDM Financial Group first reported a position in IBDR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q3 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

JDM Financial Group held 27,134 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $658K as of Q1 2026.
JDM Financial Group sold 796 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $19.3K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.25% of JDM Financial Group's portfolio in Q1 2026, its #39 holding.
JDM Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
JDM Financial Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.95M in Q3 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.