LPL Financial
IBDR icon

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

LPL Financial’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 		$98M Sell
4,044,967
-2,546
-0.1% -$61.7K 0.03% 592
2025
Q4 		$98.1M Buy
4,047,513
+634,858
+19% +$15.4M 0.03% 558
2025
Q3 		$82.9M Buy
3,412,655
+502,039
+17% +$12.2M 0.02% 606
2025
Q2 		$70.6M Buy
2,910,616
+287,989
+11% +$6.96M 0.02% 619
2025
Q1 		$63.5M Buy
2,622,627
+333,808
+15% +$8.06M 0.02% 591
2024
Q4 		$55.1M Buy
2,288,819
+158,840
+7% +$3.83M 0.02% 611
2024
Q3 		$51.8M Buy
2,129,979
+251,044
+13% +$6.04M 0.02% 600
2024
Q2 		$44.8M Buy
1,878,935
+217,757
+13% +$5.17M 0.02% 604
2024
Q1 		$39.6M Sell
1,661,178
-90,119
-5% -$2.15M 0.02% 633
2023
Q4 		$41.9M Buy
1,751,297
+578,835
+49% +$13.6M 0.03% 561
2023
Q3 		$27.4M Buy
1,172,462
+52,640
+5% +$1.23M 0.02% 675
2023
Q2 		$26.3M Buy
1,119,822
+82,765
+8% +$1.96M 0.02% 681
2023
Q1 		$24.6M Buy
1,037,057
+139,682
+16% +$3.29M 0.02% 667
2022
Q4 		$21M Sell
897,375
-20,112
-2% -$467K 0.02% 694
2022
Q3 		$21.2M Buy
917,487
+55,240
+6% +$1.32M 0.02% 623
2022
Q2 		$20.5M Buy
862,247
+19,865
+2% +$478K 0.02% 630
2022
Q1 		$20.8M Buy
842,382
+79,264
+10% +$2M 0.02% 655
2021
Q4 		$19.9M Buy
763,118
+317,889
+71% +$8.32M 0.02% 668
2021
Q3 		$11.8M Buy
445,229
+103,282
+30% +$2.75M 0.01% 865
2021
Q2 		$9.1M Buy
341,947
+175,857
+106% +$4.67M 0.01% 967
2021
Q1 		$4.38M Buy
166,090
+26,105
+19% +$698K 0.01% 1317
2020
Q4 		$3.79M Buy
139,985
+660
+0.5% +$17.8K ﹤0.01% 1268
2020
Q3 		$3.74M Sell
139,325
-602
-0.4% -$16.2K 0.01% 1100
2020
Q2 		$3.73M Buy
139,927
+4,347
+3% +$112K 0.01% 1018
2020
Q1 		$3.33M Buy
135,580
+9,014
+7% +$229K 0.01% 914
2019
Q4 		$3.24M Buy
126,566
+31,877
+34% +$811K 0.01% 1062
2019
Q3 		$2.41M Buy
94,689
+7,976
+9% +$202K ﹤0.01% 1143
2019
Q2 		$2.17M Buy
86,713
+18,449
+27% +$450K ﹤0.01% 1206
2019
Q1 		$1.66M Buy
68,264
+31,765
+87% +$751K ﹤0.01% 1303
2018
Q4 		$841K Buy
36,499
+27,431
+303% +$630K ﹤0.01% 1664
2018
Q3 		$211K Buy
+9,068
New +$212K ﹤0.01% 2963

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

LPL Financial's IBDR Position: Q1 2026 in Review

LPL Financial reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.06% in Q1 2026, selling an estimated $61.7K and leaving 4,044,967 shares worth $98M. The position accounts for 0.03% of the portfolio, ranked #592.

LPL Financial first reported a position in IBDR in Q3 2018 and has held it in 31 quarters since. The position peaked at $98.1M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • LPL Financial held 4,044,967 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $98M as of Q1 2026.
  • LPL Financial sold 2,546 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $61.7K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #592 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2018 and has held it in 31 quarters since.
  • LPL Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $98.1M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.