Logan Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Logan Capital Management’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	$6.86K	Buy	+283	New	+$6.85K	﹤0.01%	362
2025 Q4	–	Sell	-283	Closed	-$6.87K	–	355
2025 Q3	$6.87K	Buy	283 +16	+6%	+$387	﹤0.01%	365
2025 Q2	$6.47K	Sell	267 -254	-49%	-$6.14K	﹤0.01%	358
2025 Q1	$12.6K	Hold	521	–	–	﹤0.01%	385
2024 Q4	$12.5K	Hold	521	–	–	﹤0.01%	388
2024 Q3	$12.7K	Buy	+521	New	+$12.5K	﹤0.01%	393

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

Logan Capital Management's IBDR Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 283 shares worth $6.86K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IBDR as recently as Q3 2025.

Logan Capital Management first reported a position in IBDR in Q3 2024 and has held it in 6 quarters since. The position peaked at $12.7K in Q3 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Logan Capital Management held 283 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $6.86K as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Logan Capital Management position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #362 holding.
Logan Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 6 quarters since.
Logan Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $12.7K in Q3 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.