Miracle Mile Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Miracle Mile Advisors’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	$9.51M	Buy	392,395 +7,243	+2%	+$175K	0.11%	139
2026 Q1	$9.34M	Buy	385,152 +242,571	+170%	+$5.88M	0.13%	125
2025 Q4	$3.45M	Sell	142,581 -72	-0.1%	-$1.75K	0.05%	233
2025 Q3	$3.47M	Buy	+142,653	New	+$3.45M	0.05%	224
2024 Q2	–	Sell	-29,659	Closed	-$707K	–	517
2024 Q1	$707K	Sell	29,659 -2,800	-9%	-$66.8K	0.02%	306
2023 Q4	$776K	Hold	32,459	–	–	0.02%	288
2023 Q3	$757K	Sell	32,459 -10,277	-24%	-$241K	0.02%	282
2023 Q2	$1M	Sell	42,736 -3,699	-8%	-$87.4K	0.03%	259
2023 Q1	$1.1M	Sell	46,435 -894,504	-95%	-$21.1M	0.04%	261
2022 Q4	$22M	Buy	+940,939	New	+$21.8M	0.75%	35

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

Miracle Mile Advisors's IBDR Position: Q2 2026 in Review

Miracle Mile Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.9% in Q2 2026, buying an estimated $175K and bringing the position to 392,395 shares worth $9.51M. The position accounts for 0.11% of the portfolio, ranked #139.

Miracle Mile Advisors first reported a position in IBDR in Q4 2022 and has held it in 10 quarters since. The position peaked at $22M in Q4 2022. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Miracle Mile Advisors held 392,395 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $9.51M as of Q2 2026.
Miracle Mile Advisors bought 7,243 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $175K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Miracle Mile Advisors's portfolio in Q2 2026, its #139 holding.
Miracle Mile Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 10 quarters since.
Miracle Mile Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $22M in Q4 2022.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.