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 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

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

Merit Financial Group's IBDR Position: Q2 2026 in Review

Merit Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 5.7% in Q2 2026, buying an estimated $422K and bringing the position to 323,679 shares worth $7.84M. The position accounts for 0.05% of the portfolio, ranked #312.

Merit Financial Group first reported a position in IBDR in Q2 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Merit Financial Group held 323,679 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $7.84M as of Q2 2026.
Merit Financial Group bought 17,447 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $422K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #312 holding.
Merit Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.