LWANC
IBDR icon

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$5.72M Sell
236,025
-4,575
-2% -$111K 0.55% 37
2026
Q1 		$5.82M Sell
240,600
-11,902
-5% -$288K 0.58% 36
2025
Q4 		$6.12M Sell
252,502
-1,120
-0.4% -$27.2K 0.81% 32
2025
Q3 		$6.16M Buy
253,622
+5,590
+2% +$135K 0.86% 30
2025
Q2 		$6.01M Buy
248,032
+1,625
+0.7% +$39.3K 0.9% 31
2025
Q1 		$5.97M Buy
246,407
+4,225
+2% +$102K 0.93% 32
2024
Q4 		$5.83M Buy
242,182
+25,707
+12% +$620K 0.91% 27
2024
Q3 		$5.26M Sell
216,475
-1,169
-0.5% -$28.1K 0.84% 30
2024
Q2 		$5.18M Buy
217,644
+1,354
+0.6% +$32.2K 0.9% 28
2024
Q1 		$5.16M Buy
216,290
+44,070
+26% +$1.05M 0.88% 31
2023
Q4 		$4.12M Buy
172,220
+56,678
+49% +$1.33M 0.78% 35
2023
Q3 		$2.7M Buy
115,542
+6,333
+6% +$148K 0.57% 52
2023
Q2 		$2.56M Sell
109,209
-3,446
-3% -$81.4K 0.51% 58
2023
Q1 		$2.67M Buy
112,655
+8,025
+8% +$189K 0.57% 54
2022
Q4 		$2.44M Buy
104,630
+11,200
+12% +$260K 0.55% 54
2022
Q3 		$2.16M Sell
93,430
-300
-0.3% -$7.15K 0.54% 59
2022
Q2 		$2.23M Buy
93,730
+2,200
+2% +$52.9K 0.54% 61
2022
Q1 		$2.26M Buy
91,530
+1,140
+1% +$28.8K 0.47% 61
2021
Q4 		$2.36M Buy
90,390
+8,270
+10% +$216K 0.48% 60
2021
Q3 		$2.18M Buy
82,120
+21,875
+36% +$582K 0.48% 58
2021
Q2 		$1.6M Buy
60,245
+56,445
+1,485% +$1.5M 0.35% 70
2021
Q1 		$100K Buy
3,800
+3,300
+660% +$88.2K 0.02% 206
2020
Q4 		$14K Hold
500
– – ﹤0.01% 385
2020
Q3 		$13K Hold
500
– – ﹤0.01% 363
2020
Q2 		$13K Hold
500
– – ﹤0.01% 352
2020
Q1 		$12K Buy
500
+150
+43% +$3.81K ﹤0.01% 342
2019
Q4 		$9K Hold
350
– – ﹤0.01% 402
2019
Q3 		$9K Buy
350
+150
+75% +$3.79K ﹤0.01% 391
2019
Q2 		$5K Hold
200
– – ﹤0.01% 434
2019
Q1 		$5K Hold
200
– – ﹤0.01% 406
2018
Q4 		$5K Buy
+200
New +$4.6K ﹤0.01% 403

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Laurel Wealth Advisors (North Carolina)'s IBDR Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.9% in Q2 2026, selling an estimated $111K and leaving 236,025 shares worth $5.72M. The position accounts for 0.55% of the portfolio, ranked #37.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDR in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.16M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 236,025 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.72M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 4,575 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $111K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.55% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #37 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $6.16M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.