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 Q2	$415K	Sell	17,115 -500	-3%	-$12.1K	0.05%	256
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 $1.55T 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

KPP Advisory Services's IBDR Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.8% in Q2 2026, selling an estimated $12.1K and leaving 17,115 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #256.

KPP Advisory Services first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. The position peaked at $427K in Q1 2026. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

KPP Advisory Services held 17,115 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $415K as of Q2 2026.
KPP Advisory Services sold 500 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $12.1K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #256 holding.
KPP Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
KPP Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $427K in Q1 2026.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.