MWM
IBDR icon

MinichMacGregor Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

MinichMacGregor Wealth Management’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 		$208K Hold
8,590
– – 0.03% 146
2026
Q1 		$208K Hold
8,590
– – 0.04% 131
2025
Q4 		$208K Hold
8,590
– – 0.04% 131
2025
Q3 		$209K Hold
8,590
– – 0.04% 133
2025
Q2 		$208K Hold
8,590
– – 0.04% 118
2025
Q1 		$208K Buy
+8,590
New +$207K 0.05% 122

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

MinichMacGregor Wealth Management's IBDR Position: Q2 2026 in Review

MinichMacGregor Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 8,590 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #146.

MinichMacGregor Wealth Management first reported a position in IBDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $209K in Q3 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • MinichMacGregor Wealth Management held 8,590 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $208K as of Q2 2026.
  • MinichMacGregor Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #146 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • MinichMacGregor Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $209K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.