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Maryland Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Maryland Capital 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 		$528K Buy
+21,808
New +$528K 0.17% 49
2025
Q4 		$602K Hold
24,864
– – 0.2% 48
2025
Q3 		$604K Sell
24,864
-2,825
-10% -$68.4K 0.22% 48
2025
Q2 		$671K Buy
27,689
+4,873
+21% +$118K 0.26% 42
2025
Q1 		$552K Buy
22,816
+4,970
+28% +$120K 0.24% 42
2024
Q4 		$430K Buy
17,846
+436
+3% +$10.5K 0.2% 51
2024
Q3 		$423K Sell
17,410
-1,410
-7% -$33.9K 0.21% 49
2024
Q2 		$448K Buy
18,820
+3,192
+20% +$75.8K 0.24% 44
2024
Q1 		$373K Buy
15,628
+14,514
+1,303% +$346K 0.23% 48
2023
Q4 		$26.6K Buy
+1,114
New +$26.2K 0.02% 132

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
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
RW
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Maryland Capital Advisors's IBDR Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 21,808 shares worth $528K. The stake represents 0.17% of the portfolio and ranks #49 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in IBDR as recently as Q4 2025.

Maryland Capital Advisors first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $671K in Q2 2025. 230 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Maryland Capital Advisors held 21,808 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $528K as of Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Maryland Capital Advisors position in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.17% of Maryland Capital Advisors's portfolio in Q2 2026, its #49 holding.
  • Maryland Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
  • Maryland Capital Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $671K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.