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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Miracle Mile Advisors's IBDR Position: Q1 2026 in Review

Miracle Mile Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 170% in Q1 2026, buying an estimated $5.88M and bringing the position to 385,152 shares worth $9.34M. The position accounts for 0.13% of the portfolio, ranked #125.

Miracle Mile Advisors first reported a position in IBDR in Q4 2022 and has held it in 9 quarters since. The position peaked at $22M in Q4 2022. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Miracle Mile Advisors held 385,152 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $9.34M as of Q1 2026.
Miracle Mile Advisors bought 242,571 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $5.88M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.13% of Miracle Mile Advisors's portfolio in Q1 2026, its #125 holding.
Miracle Mile Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 9 quarters since.
Miracle Mile Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $22M in Q4 2022.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.