Merit Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Merit Financial 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 Q3	$8.31M	Buy	343,018 +19,339	+6%	+$468K	0.05%	338
2026 Q2	$7.84M	Buy	323,679 +17,447	+6%	+$422K	0.05%	312
2026 Q1	$7.42M	Buy	306,232 +17,227	+6%	+$417K	0.06%	292
2025 Q4	$7M	Buy	289,005 +41,203	+17%	+$999K	0.06%	266
2025 Q3	$6.02M	Buy	247,802 +16,040	+7%	+$388K	0.06%	273
2025 Q2	$5.62M	Buy	+231,762	New	+$5.6M	0.06%	245

Other funds holding IBDR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Merit Financial Group's IBDR Position: Q3 2026 in Review

Merit Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6% in Q3 2026, buying an estimated $468K and bringing the position to 343,018 shares worth $8.31M. The position accounts for 0.05% of the portfolio, ranked #338.

Merit Financial Group first reported a position in IBDR in Q2 2025 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Merit Financial Group held 343,018 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $8.31M as of Q3 2026.
Merit Financial Group bought 19,339 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $468K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Merit Financial Group's portfolio in Q3 2026, its #338 holding.
Merit Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.