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

MONECO 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	$4.2M	Sell	173,411 -1,431	-0.8%	-$34.6K	0.26%	81
2026 Q1	$4.24M	Buy	174,842 +3,299	+2%	+$79.9K	0.33%	64
2025 Q4	$4.16M	Sell	171,543 -7,710	-4%	-$187K	0.33%	64
2025 Q3	$4.36M	Buy	179,253 +12,843	+8%	+$311K	0.36%	57
2025 Q2	$4.04M	Buy	166,410 +11,179	+7%	+$270K	0.38%	52
2025 Q1	$3.76M	Buy	155,231 +45,497	+41%	+$1.1M	0.39%	53
2024 Q4	$2.64M	Buy	109,734 +14,848	+16%	+$358K	0.28%	89
2024 Q3	$2.31M	Buy	94,886 +2,859	+3%	+$68.8K	0.29%	96
2024 Q2	$2.19M	Buy	92,027 +2,230	+2%	+$53K	0.32%	88
2024 Q1	$2.14M	Buy	89,797 +22,618	+34%	+$539K	0.34%	88
2023 Q4	$1.61M	Buy	67,179 +19,825	+42%	+$465K	0.31%	85
2023 Q3	$1.11M	Buy	47,354 +1,017	+2%	+$23.8K	0.3%	83
2023 Q2	$1.09M	Buy	46,337 +4,627	+11%	+$109K	0.3%	89
2023 Q1	$990K	Buy	+41,710	New	+$982K	0.29%	87

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

MONECO Advisors's IBDR Position: Q2 2026 in Review

MONECO Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.82% in Q2 2026, selling an estimated $34.6K and leaving 173,411 shares worth $4.2M. The position accounts for 0.26% of the portfolio, ranked #81.

MONECO Advisors first reported a position in IBDR in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.36M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

MONECO Advisors held 173,411 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.2M as of Q2 2026.
MONECO Advisors sold 1,431 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $34.6K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.26% of MONECO Advisors's portfolio in Q2 2026, its #81 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
MONECO Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.36M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.