LifePlan Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

LifePlan Financial’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	$650K	Sell	26,839 -28,082	-51%	-$680K	0.46%	63
2026 Q1	$1.33M	Sell	54,921 -28,333	-34%	-$687K	0.98%	34
2025 Q4	$2.02M	Sell	83,254 -25,311	-23%	-$614K	1.55%	19
2025 Q3	$2.64M	Buy	108,565 +2,112	+2%	+$51.1K	2.09%	12
2025 Q2	$2.58M	Sell	106,453 -1,170	-1%	-$28.3K	2.14%	11
2025 Q1	$2.61M	Buy	107,623 +3,780	+4%	+$91.2K	2.27%	10
2024 Q4	$2.5M	Buy	103,843 +1,673	+2%	+$40.3K	2.21%	10
2024 Q3	$2.48M	Buy	102,170 +2,040	+2%	+$49.1K	2.13%	11
2024 Q2	$2.39M	Buy	100,130 +1,832	+2%	+$43.5K	2.2%	11
2024 Q1	$2.34M	Buy	98,298 +3,438	+4%	+$82K	2.15%	11
2023 Q4	$2.27M	Buy	+94,860	New	+$2.23M	2.27%	10

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

LifePlan Financial's IBDR Position: Q2 2026 in Review

LifePlan Financial reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 51% in Q2 2026, selling an estimated $680K and leaving 26,839 shares worth $650K. The position accounts for 0.46% of the portfolio, ranked #63.

LifePlan Financial first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q3 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

LifePlan Financial held 26,839 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $650K as of Q2 2026.
LifePlan Financial sold 28,082 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $680K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.46% of LifePlan Financial's portfolio in Q2 2026, its #63 holding.
LifePlan Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.64M in Q3 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.