Ledyard National Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ledyard National Bank’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	$255K	Hold	10,510	–	–	0.02%	227
2026 Q1	$255K	Hold	10,510	–	–	0.02%	209
2025 Q4	$255K	Sell	10,510 -3,969	-27%	-$96.2K	0.02%	210
2025 Q3	$352K	Buy	14,479 +2,490	+21%	+$60.3K	0.03%	176
2025 Q2	$291K	Buy	11,989 +210	+2%	+$5.07K	0.03%	183
2025 Q1	$285K	Hold	11,779	–	–	0.03%	181
2024 Q4	$284K	Hold	11,779	–	–	0.03%	180
2024 Q3	$286K	Buy	11,779 +175	+2%	+$4.21K	0.03%	186
2024 Q2	$276K	Buy	+11,604	New	+$276K	0.03%	182

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

Ledyard National Bank's IBDR Position: Q2 2026 in Review

Ledyard National Bank held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 10,510 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #227.

Ledyard National Bank first reported a position in IBDR in Q2 2024 and has held it in 9 quarters since. The position peaked at $352K in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Ledyard National Bank held 10,510 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $255K as of Q2 2026.
Ledyard National Bank left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Ledyard National Bank's portfolio in Q2 2026, its #227 holding.
Ledyard National Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Ledyard National Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $352K in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.