Maridea Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Maridea Wealth 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	–	Sell	-9,210	Closed	-$223K	–	568
2026 Q1	$223K	Sell	9,210 -227	-2%	-$5.5K	0.03%	412
2025 Q4	$229K	Buy	+9,437	New	+$229K	0.03%	371

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

Maridea Wealth Management's IBDR Position: Q2 2026 in Review

Maridea Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 9,210 shares — an estimated $223K sold.

Maridea Wealth Management first reported a position in IBDR in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Maridea Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Maridea Wealth Management sold 9,210 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $223K.
Maridea Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and held it in 2 quarters.
Maridea Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $229K in Q4 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.