Moors & Cabot’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Moors & Cabot’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 Q3	$256K	Sell	10,574 -145	-1%	-$3.51K	0.01%	822
2026 Q2	$260K	Buy	10,719 +828	+8%	+$20K	0.01%	813
2026 Q1	$240K	Buy	+9,891	New	+$240K	0.01%	802
2025 Q4	–	Hold	0	–	–	–	772
2025 Q3	–	Hold	0	–	–	–	734
2025 Q2	–	Hold	0	–	–	–	709
2025 Q1	–	Hold	0	–	–	–	697
2024 Q4	–	Hold	0	–	–	–	719
2024 Q3	–	Hold	0	–	–	–	730
2024 Q2	–	Hold	0	–	–	–	704
2022 Q4	–	Hold	0	–	–	–	641
2022 Q3	–	Hold	0	–	–	–	691

Other funds holding IBDR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Moors & Cabot's IBDR Position: Q3 2026 in Review

Moors & Cabot reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.4% in Q3 2026, selling an estimated $3.51K and leaving 10,574 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #822.

Moors & Cabot first reported a position in IBDR in Q1 2026 and has held it in 3 quarters since. The position peaked at $260K in Q2 2026. 260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Moors & Cabot held 10,574 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $256K as of Q3 2026.
Moors & Cabot sold 145 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $3.51K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #822 holding.
Moors & Cabot first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
Moors & Cabot's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $260K in Q2 2026.
260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.