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 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

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

Moors & Cabot's IBDR Position: Q2 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 8.4% in Q2 2026, buying an estimated $20K and bringing the position to 10,719 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #813.

Moors & Cabot first reported a position in IBDR in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Moors & Cabot held 10,719 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $260K as of Q2 2026.
Moors & Cabot bought 828 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $20K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #813 holding.
Moors & Cabot first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
423 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.