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McIlrath & Eck’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

McIlrath & Eck’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 		$76.9K Buy
3,173
+22
+0.7% +$533 0.01% 435
2025
Q4 		$76.4K Buy
3,151
+207
+7% +$5.02K 0.01% 286
2025
Q3 		$71.5K Buy
2,944
+31
+1% +$751 0.01% 251
2025
Q2 		$70.6K Buy
+2,913
New +$70.4K 0.01% 255

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

McIlrath & Eck's IBDR Position: Q1 2026 in Review

McIlrath & Eck increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.7% in Q1 2026, buying an estimated $533 and bringing the position to 3,173 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #435.

McIlrath & Eck first reported a position in IBDR in Q2 2025 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • McIlrath & Eck held 3,173 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $76.9K as of Q1 2026.
  • McIlrath & Eck bought 22 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $533.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #435 holding.
  • McIlrath & Eck first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.