MML Investors Services
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MML Investors Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

MML Investors Services’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 		$1.97M Sell
81,453
-13,899
-15% -$337K 0.01% 1323
2025
Q4 		$2.31M Buy
95,352
+4,565
+5% +$111K 0.01% 1292
2025
Q3 		$2.21M Buy
90,787
+15,692
+21% +$380K 0.01% 1272
2025
Q2 		$1.82M Sell
75,095
-16,155
-18% -$390K 0.01% 1302
2025
Q1 		$2.21M Buy
91,250
+5,515
+6% +$133K 0.01% 1121
2024
Q4 		$2.06M Buy
85,735
+3,926
+5% +$94.6K 0.01% 1110
2024
Q3 		$1.99M Buy
81,809
+4,436
+6% +$107K 0.01% 1099
2024
Q2 		$1.84M Sell
77,373
-2,122
-3% -$50.4K 0.01% 1076
2024
Q1 		$1.9M Buy
79,495
+7,707
+11% +$184K 0.01% 1068
2023
Q4 		$1.72M Buy
71,788
+14,123
+24% +$332K 0.01% 1079
2023
Q3 		$1.35M Buy
57,665
+5,320
+10% +$125K 0.01% 1084
2023
Q2 		$1.23M Buy
52,345
+6,574
+14% +$155K 0.01% 1127
2023
Q1 		$1.09M Buy
45,771
+14,330
+46% +$337K 0.01% 1029
2022
Q4 		$734K Buy
31,441
+20,008
+175% +$465K ﹤0.01% 1310
2022
Q3 		$264K Sell
11,433
-83
-0.7% -$1.98K ﹤0.01% 1760
2022
Q2 		$274K Buy
11,516
+1,393
+14% +$33.5K ﹤0.01% 1726
2022
Q1 		$250K Buy
+10,123
New +$256K ﹤0.01% 1831

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MML Investors Services's IBDR Position: Q1 2026 in Review

MML Investors Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 15% in Q1 2026, selling an estimated $337K and leaving 81,453 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #1323.

MML Investors Services first reported a position in IBDR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.31M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • MML Investors Services held 81,453 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.97M as of Q1 2026.
  • MML Investors Services sold 13,899 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $337K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1323 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2022 and has held it in 17 quarters since.
  • MML Investors Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.31M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.