KPP Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

KPP Advisory Services’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	$427K	Buy	17,615 +2,500	+17%	+$60.6K	0.06%	235
2025 Q4	$366K	Buy	15,115 +2,682	+22%	+$65K	0.05%	241
2025 Q3	$302K	Buy	12,433 +2,025	+19%	+$49K	0.04%	273
2025 Q2	$252K	Buy	10,408 +11	+0.1%	+$266	0.04%	276
2025 Q1	$252K	Buy	10,397 +7	+0.1%	+$169	0.05%	261
2024 Q4	$250K	Buy	10,390 +2,000	+24%	+$48.2K	0.06%	219
2024 Q3	$204K	Buy	+8,390	New	+$202K	0.05%	248
2024 Q2	–	Sell	-11,986	Closed	-$286K	–	246
2024 Q1	$286K	Buy	+11,986	New	+$286K	0.08%	190

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

KPP Advisory Services's IBDR Position: Q1 2026 in Review

KPP Advisory Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 17% in Q1 2026, buying an estimated $60.6K and bringing the position to 17,615 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #235.

KPP Advisory Services first reported a position in IBDR in Q1 2024 and has held it in 8 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

KPP Advisory Services held 17,615 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $427K as of Q1 2026.
KPP Advisory Services bought 2,500 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $60.6K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of KPP Advisory Services's portfolio in Q1 2026, its #235 holding.
KPP Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 8 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.