Kastel Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kastel Capital Advisors’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	$1.01M	Buy	41,700 +19,236	+86%	+$466K	0.64%	30
2026 Q1	$544K	Hold	22,464	–	–	0.33%	37
2025 Q4	$544K	Buy	+22,464	New	+$545K	0.33%	37

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

Kastel Capital Advisors's IBDR Position: Q2 2026 in Review

Kastel Capital Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 86% in Q2 2026, buying an estimated $466K and bringing the position to 41,700 shares worth $1.01M. The position accounts for 0.64% of the portfolio, ranked #30.

Kastel Capital Advisors first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Kastel Capital Advisors held 41,700 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.01M as of Q2 2026.
Kastel Capital Advisors bought 19,236 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $466K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.64% of Kastel Capital Advisors's portfolio in Q2 2026, its #30 holding.
Kastel Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.