Koshinski Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Koshinski Asset Management’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	$345K	Sell	14,239 -1,304	-8%	-$31.6K	0.02%	564
2026 Q1	$377K	Buy	15,543 +1,486	+11%	+$36K	0.02%	510
2025 Q4	$341K	Buy	14,057 +706	+5%	+$17.1K	0.02%	526
2025 Q3	$324K	Buy	13,351 +287	+2%	+$6.95K	0.02%	537
2025 Q2	$317K	Buy	13,064 +1,519	+13%	+$36.7K	0.02%	518
2025 Q1	$280K	Hold	11,545	–	–	0.02%	516
2024 Q4	$278K	Sell	11,545 -117	-1%	-$2.82K	0.02%	505
2024 Q3	$283K	Buy	+11,662	New	+$281K	0.02%	504
2024 Q1	–	Sell	-8,528	Closed	-$204K	–	614
2023 Q4	$204K	Buy	+8,528	New	+$200K	0.03%	471
2022 Q2	–	Sell	-3,906	Closed	-$96.3K	–	1214
2022 Q1	$96.3K	Buy	3,906 +88	+2%	+$2.23K	0.01%	842
2021 Q4	$99.5K	Sell	3,818 -27	-0.7%	-$707	0.01%	864
2021 Q3	$102K	Buy	+3,845	New	+$102K	0.01%	838

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

Koshinski Asset Management's IBDR Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 8.4% in Q2 2026, selling an estimated $31.6K and leaving 14,239 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #564.

Koshinski Asset Management first reported a position in IBDR in Q3 2021 and has held it in 12 quarters since. The position peaked at $377K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Koshinski Asset Management held 14,239 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $345K as of Q2 2026.
Koshinski Asset Management sold 1,304 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $31.6K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #564 holding.
Koshinski Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2021 and has held it in 12 quarters since.
Koshinski Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $377K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.