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 Q2	$650K	Sell	26,843 -9,361	-26%	-$227K	0.47%	46
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 $1.55T 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

Littlejohn Financial Services's IBDR Position: Q2 2026 in Review

Littlejohn Financial Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 26% in Q2 2026, selling an estimated $227K and leaving 26,843 shares worth $650K. The position accounts for 0.47% of the portfolio, ranked #46.

Littlejohn Financial Services first reported a position in IBDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $878K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Littlejohn Financial Services held 26,843 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $650K as of Q2 2026.
Littlejohn Financial Services sold 9,361 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $227K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.47% of Littlejohn Financial Services's portfolio in Q2 2026, its #46 holding.
Littlejohn Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Littlejohn Financial Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $878K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.