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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
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
2023
Q1 		– Hold
0
– -$258K – 904
2022
Q4 		– Hold
0
– – – 641
2022
Q3 		– Hold
0
– – – 691

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 $25.5B 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 $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $57.2B AUM 18.32% 1-Year Est. Return