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 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	$278M	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 $1.37T 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

Koshinski Asset Management's IBDR Position: Q1 2026 in Review

Koshinski Asset Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 11% in Q1 2026, buying an estimated $36K and bringing the position to 15,543 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #510.

Koshinski Asset Management first reported a position in IBDR in Q3 2021 and has held it in 11 quarters since. The position peaked at $278M in Q4 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Koshinski Asset Management held 15,543 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $377K as of Q1 2026.
Koshinski Asset Management bought 1,486 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $36K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Koshinski Asset Management's portfolio in Q1 2026, its #510 holding.
Koshinski Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2021 and has held it in 11 quarters since.
Koshinski Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $278M in Q4 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.