Journey Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Journey Advisory 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	$210K	Hold	8,664	–	–	0.02%	271
2026 Q1	$210K	Sell	8,664 -766,764	-99%	-$18.6M	0.02%	238
2025 Q4	$18.8M	Buy	775,428 +81,112	+12%	+$1.97M	1.58%	17
2025 Q3	$16.9M	Buy	694,316 +20,511	+3%	+$497K	1.25%	18
2025 Q2	$16.3M	Buy	673,805 +2,006	+0.3%	+$48.5K	1.27%	17
2025 Q1	$16.3M	Buy	671,799 +111,590	+20%	+$2.69M	1.33%	17
2024 Q4	$13.3M	Hold	560,209	–	–	1.6%	14
2024 Q3	$13.3M	Hold	560,209	–	–	1.6%	14
2024 Q2	$13.3M	Sell	560,209 -13,974	-2%	-$332K	1.59%	14
2024 Q1	$13.7M	Buy	+574,183	New	+$13.7M	1.69%	14

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

Journey Advisory Group's IBDR Position: Q2 2026 in Review

Journey Advisory Group held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 8,664 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #271.

Journey Advisory Group first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.8M in Q4 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Journey Advisory Group held 8,664 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $210K as of Q2 2026.
Journey Advisory Group left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #271 holding.
Journey Advisory Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Journey Advisory Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $18.8M in Q4 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.