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

Littlejohn Financial Services’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	$878K	Buy	36,204 +179	+0.5%	+$4.34K	0.66%	41
2025 Q4	$873K	Buy	36,025 +310	+0.9%	+$7.51K	0.64%	44
2025 Q3	$868K	Buy	35,715 +3,304	+10%	+$80K	0.63%	45
2025 Q2	$786K	Hold	32,411	–	–	0.61%	43
2025 Q1	$785K	Buy	+32,411	New	+$782K	0.62%	43

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

Littlejohn Financial Services's IBDR Position: Q1 2026 in Review

Littlejohn Financial Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.5% in Q1 2026, buying an estimated $4.34K and bringing the position to 36,204 shares worth $878K. The position accounts for 0.66% of the portfolio, ranked #41.

Littlejohn Financial Services first reported a position in IBDR in Q1 2025 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Littlejohn Financial Services held 36,204 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $878K as of Q1 2026.
Littlejohn Financial Services bought 179 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $4.34K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.66% of Littlejohn Financial Services's portfolio in Q1 2026, its #41 holding.
Littlejohn Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Littlejohn Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.