Morris Financial Concepts’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Morris Financial Concepts’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	$25.8K	Hold	1,066	–	–	0.01%	167
2026 Q1	$25.8K	Sell	1,066 -7	-0.7%	-$170	0.01%	166
2025 Q4	$26K	Hold	1,073	–	–	0.01%	164
2025 Q3	$26.1K	Hold	1,073	–	–	0.01%	167
2025 Q2	$26K	Hold	1,073	–	–	0.01%	164
2025 Q1	$26K	Sell	1,073 -13	-1%	-$314	0.01%	162
2024 Q4	$26.1K	Hold	1,086	–	–	0.01%	154
2024 Q3	$26.4K	Hold	1,086	–	–	0.01%	159
2024 Q2	$25.9K	Hold	1,086	–	–	0.01%	131
2024 Q1	$25.9K	Sell	1,086 -30	-3%	-$715	0.01%	129
2023 Q4	$26.7K	Buy	+1,116	New	+$26.2K	0.02%	124

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

Morris Financial Concepts's IBDR Position: Q2 2026 in Review

Morris Financial Concepts held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 1,066 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #167.

Morris Financial Concepts first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.7K in Q4 2023. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Morris Financial Concepts held 1,066 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $25.8K as of Q2 2026.
Morris Financial Concepts left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #167 holding.
Morris Financial Concepts first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Morris Financial Concepts's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $26.7K in Q4 2023.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.