McGuire Investment Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

McGuire Investment Group’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	-361,392	Closed	-$8.76M	–	139
2026 Q1	$8.76M	Sell	361,392 -8,173	-2%	-$198K	0.99%	37
2025 Q4	$8.95M	Buy	369,565 +37,782	+11%	+$916K	0.96%	37
2025 Q3	$8.06M	Buy	331,783 +30,940	+10%	+$749K	0.91%	39
2025 Q2	$7.3M	Buy	+300,843	New	+$7.27M	0.93%	36

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

McGuire Investment Group's IBDR Position: Q2 2026 in Review

McGuire Investment Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 361,392 shares — an estimated $8.76M sold.

McGuire Investment Group first reported a position in IBDR in Q2 2025 and held it in 4 quarters. The position peaked at $8.95M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

McGuire Investment Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
McGuire Investment Group sold 361,392 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $8.76M.
McGuire Investment Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and held it in 4 quarters.
McGuire Investment Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $8.95M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.