Klingman & Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Klingman & Associates’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	–	Sell	-712,284	Closed	-$17.3M	–	203
2025 Q4	$17.3M	Sell	712,284 -90,573	-11%	-$2.2M	0.83%	30
2025 Q3	$19.5M	Sell	802,857 -15,584	-2%	-$377K	0.98%	27
2025 Q2	$19.8M	Sell	818,441 -10,314	-1%	-$249K	1.09%	27
2025 Q1	$20.1M	Buy	+828,755	New	+$20M	1.23%	25
2024 Q4	–	Sell	-890,755	Closed	-$21.5M	–	26
2024 Q3	$21.6M	Sell	890,755 -23,410	-3%	-$564K	1.34%	24
2024 Q2	$21.8M	Buy	+914,165	New	+$21.7M	1.47%	23
2024 Q1	–	Hold	0	–	–	–	20
2023 Q4	–	Sell	-1,026,542	Closed	-$24.1M	–	18
2023 Q3	$24M	Buy	+1,026,542	New	+$24M	1.94%	17
2023 Q2	–	Hold	0	–	–	–	18
2023 Q1	–	Hold	0	–	–	–	17
2022 Q4	–	Sell	-660,591	Closed	-$15.3M	–	19
2022 Q3	$15.3M	Buy	660,591 +165,132	+33%	+$3.93M	1.5%	21
2022 Q2	$11.8M	Buy	+495,459	New	+$11.9M	1.15%	26

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

Klingman & Associates's IBDR Position: Q1 2026 in Review

Klingman & Associates sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 712,284 shares — an estimated $17.3M sold.

Klingman & Associates first reported a position in IBDR in Q2 2022 and held it in 9 quarters. The position peaked at $24M in Q3 2023. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Klingman & Associates reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Klingman & Associates sold 712,284 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $17.3M.
Klingman & Associates first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and held it in 9 quarters.
Klingman & Associates's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $24M in Q3 2023.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.