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

Mayflower Financial 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 		$1.29M Buy
53,245
+83
+0.2% +$2.01K 0.11% 160
2026
Q1 		$1.29M Buy
53,162
+56
+0.1% +$1.36K 0.16% 139
2025
Q4 		$1.29M Buy
53,106
+16,114
+44% +$391K 0.16% 129
2025
Q3 		$899K Buy
36,992
+2,285
+7% +$55.3K 0.11% 170
2025
Q2 		$842K Buy
34,707
+11,578
+50% +$280K 0.12% 172
2025
Q1 		$560K Buy
23,129
+4,200
+22% +$101K 0.09% 212
2024
Q4 		$456K Hold
18,929
– – 0.07% 240
2024
Q3 		$460K Buy
18,929
+4,612
+32% +$111K 0.07% 232
2024
Q2 		$341K Buy
+14,317
New +$340K 0.06% 268

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Mayflower Financial Advisors's IBDR Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.16% in Q2 2026, buying an estimated $2.01K and bringing the position to 53,245 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #160.

Mayflower Financial Advisors first reported a position in IBDR in Q2 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Mayflower Financial Advisors held 53,245 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.29M as of Q2 2026.
  • Mayflower Financial Advisors bought 83 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.01K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Mayflower Financial Advisors's portfolio in Q2 2026, its #160 holding.
  • Mayflower Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.