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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McGuire Investment Group's IBDR Position: Q1 2026 in Review

McGuire Investment Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.2% in Q1 2026, selling an estimated $198K and leaving 361,392 shares worth $8.76M. The position accounts for 0.99% of the portfolio, ranked #37.

McGuire Investment Group first reported a position in IBDR in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.95M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

McGuire Investment Group held 361,392 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $8.76M as of Q1 2026.
McGuire Investment Group sold 8,173 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $198K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.99% of McGuire Investment Group's portfolio in Q1 2026, its #37 holding.
McGuire Investment Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
McGuire Investment Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $8.95M in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on McGuire Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.