Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-5,110	Closed	-$124K	–	122
2025 Q3	$124K	Hold	5,110	–	–	0.06%	54
2025 Q2	$124K	Hold	5,110	–	–	0.06%	52
2025 Q1	$124K	Hold	5,110	–	–	0.07%	48
2024 Q4	$123K	Hold	5,110	–	–	0.07%	51
2024 Q3	$124K	Hold	5,110	–	–	0.07%	52
2024 Q2	$122K	Hold	5,110	–	–	0.08%	51
2024 Q1	$122K	Hold	5,110	–	–	0.08%	51
2023 Q4	$122K	Buy	+5,110	New	+$120K	0.08%	40

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Align Financial Hermantown, Minnesota $176M AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDR Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 5,110 shares — an estimated $124K sold.

Koesten Hirschmann & Crabtree first reported a position in IBDR in Q4 2023 and held it in 8 quarters. The position peaked at $124K in Q3 2025. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 5,110 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $124K.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $124K in Q3 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.