Legacy Bridge’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Legacy Bridge’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	$33.7K	Hold	1,392	–	–	0.01%	221
2025 Q4	$33.7K	Sell	1,392 -175	-11%	-$4.24K	0.01%	222
2025 Q3	$38.1K	Hold	1,567	–	–	0.02%	209
2025 Q2	$38K	Sell	1,567 -79	-5%	-$1.91K	0.02%	194
2025 Q1	$39.9K	Buy	1,646 +335	+26%	+$8.08K	0.02%	192
2024 Q4	$31.6K	Buy	1,311 +815	+164%	+$19.6K	0.02%	210
2024 Q3	$12.1K	Hold	496	–	–	0.01%	249
2024 Q2	$11.8K	Buy	496 +71	+17%	+$1.69K	0.01%	243
2024 Q1	$10.1K	Buy	+425	New	+$10.1K	0.01%	273

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

Legacy Bridge's IBDR Position: Q1 2026 in Review

Legacy Bridge held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 1,392 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #221.

Legacy Bridge first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. The position peaked at $39.9K in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Legacy Bridge held 1,392 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $33.7K as of Q1 2026.
Legacy Bridge left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #221 holding.
Legacy Bridge first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Legacy Bridge's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $39.9K in Q1 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.