Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$48.5K	Hold	2,000	–	–	﹤0.01%	439
2026 Q1	$48.4K	Hold	2,000	–	–	﹤0.01%	428
2025 Q4	$48.6K	Hold	2,000	–	–	﹤0.01%	419
2025 Q3	$48.6K	Hold	2,000	–	–	﹤0.01%	429
2025 Q2	$48.5K	Hold	2,000	–	–	﹤0.01%	389
2025 Q1	$48.3K	Hold	2,000	–	–	﹤0.01%	383
2024 Q4	$48.3K	Hold	2,000	–	–	﹤0.01%	393
2024 Q3	$48.3K	Hold	2,000	–	–	﹤0.01%	387
2024 Q2	$47.9K	Hold	2,000	–	–	﹤0.01%	395
2024 Q1	$47.4K	Hold	2,000	–	–	﹤0.01%	401
2023 Q4	$47.9K	Buy	+2,000	New	+$47K	﹤0.01%	406

Other funds holding IBDR

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IBDR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 2,000 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.6K in Q3 2025. 192 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,000 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $48.5K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #439 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $48.6K in Q3 2025.
192 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.