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Kesler Norman & Wride’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kesler Norman & Wride’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 		$7.9M Sell
325,975
-12,626
-4% -$306K 1.25% 23
2026
Q1 		$8.21M Buy
338,601
+1,371
+0.4% +$33.2K 1.41% 17
2025
Q4 		$8.17M Buy
337,230
+76,507
+29% +$1.85M 1.4% 19
2025
Q3 		$6.28M Sell
260,723
-14,674
-5% -$355K 1.23% 25
2025
Q2 		$6.68M Buy
275,397
+1,705
+0.6% +$41.2K 1.18% 26
2025
Q1 		$6.63M Buy
+273,692
New +$6.6M 1.26% 23
2024
Q4 		– Sell
-162,670
Closed -$3.95M – 232
2024
Q3 		$3.95M Sell
162,670
-9,429
-5% -$227K 0.78% 45
2024
Q2 		$4.1M Buy
172,099
+8,615
+5% +$205K 0.87% 43
2024
Q1 		$3.9M Buy
163,484
+39,491
+32% +$941K 0.83% 43
2023
Q4 		$2.96M Buy
123,993
+23,675
+24% +$556K 0.68% 47
2023
Q3 		$2.34M Buy
100,318
+4,954
+5% +$116K 0.59% 53
2023
Q2 		$2.24M Buy
95,364
+1,260
+1% +$29.8K 0.54% 56
2023
Q1 		$2.23M Sell
94,104
-3,230
-3% -$76K 0.56% 52
2022
Q4 		$2.27M Buy
97,334
+477
+0.5% +$11.1K 0.59% 52
2022
Q3 		$2.24M Buy
96,857
+268
+0.3% +$6.38K 0.62% 62
2022
Q2 		$2.3M Sell
96,589
-21,181
-18% -$509K 0.64% 64
2022
Q1 		$2.9M Sell
117,770
-66,848
-36% -$1.69M 0.65% 62
2021
Q4 		$4.81M Buy
184,618
+100,968
+121% +$2.64M 1.02% 39
2021
Q3 		$2.22M Buy
83,650
+5,227
+7% +$139K 0.52% 63
2021
Q2 		$2.1M Buy
78,423
+3,891
+5% +$103K 0.48% 66
2021
Q1 		$1.97M Buy
74,532
+6,359
+9% +$170K 0.49% 65
2020
Q4 		$1.85M Buy
+68,173
New +$1.83M 0.51% 61

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Kesler Norman & Wride's IBDR Position: Q2 2026 in Review

Kesler Norman & Wride reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.7% in Q2 2026, selling an estimated $306K and leaving 325,975 shares worth $7.9M. The position accounts for 1.25% of the portfolio, ranked #23.

Kesler Norman & Wride first reported a position in IBDR in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.21M in Q1 2026. 167 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Kesler Norman & Wride held 325,975 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $7.9M as of Q2 2026.
  • Kesler Norman & Wride sold 12,626 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $306K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 1.25% of Kesler Norman & Wride's portfolio in Q2 2026, its #23 holding.
  • Kesler Norman & Wride first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2020 and has held it in 22 quarters since.
  • Kesler Norman & Wride's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $8.21M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.