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Little House Capital’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Little House Capital’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
2022
Q2 		– Sell
-24,233
Closed -$597K – 127
2022
Q1 		$597K Sell
24,233
-3,912
-14% -$98.9K 0.31% 87
2021
Q4 		$734K Sell
28,145
-436
-2% -$11.4K 0.39% 79
2021
Q3 		$757K Sell
28,581
-554
-2% -$14.8K 0.44% 67
2021
Q2 		$775K Buy
+29,135
New +$773K 0.42% 74

Other funds holding IBDR

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Little House Capital's IBDR Position: Q2 2022 in Review

Little House Capital sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2022, closing a stake of 24,233 shares — an estimated $597K sold.

Little House Capital first reported a position in IBDR in Q2 2021 and held it in 4 quarters. The position peaked at $775K in Q2 2021. 146 funds tracked by Wall St. Rank hold IBDR as of Q2 2022.

  • Little House Capital reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • Little House Capital sold 24,233 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2022, an estimated $597K.
  • Little House Capital first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
  • Little House Capital's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $775K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2022.

Based on Little House Capital's 13F filing for Q2 2022, filed 12 Aug 2022.