Lifeworks Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Lifeworks Advisors’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	$310K	Buy	+12,789	New	+$310K	0.03%	269

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

Lifeworks Advisors's IBDR Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 12,789 shares worth $310K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings.

422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Lifeworks Advisors held 12,789 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $310K as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Lifeworks Advisors position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #269 holding.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.