Mosaic Family Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Mosaic Family Wealth Partners’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	$2.91M	Buy	120,095 +27,586	+30%	+$668K	0.2%	85
2026 Q1	$2.24M	Buy	92,509 +45,473	+97%	+$1.1M	0.23%	60
2025 Q4	$1.14M	Buy	47,036 +10,004	+27%	+$243K	0.13%	89
2025 Q3	$899K	Sell	37,032 -8,072	-18%	-$195K	0.11%	93
2025 Q2	$1.09M	Buy	45,104 +14,705	+48%	+$355K	0.14%	75
2025 Q1	$736K	Buy	30,399 +7,831	+35%	+$189K	0.1%	102
2024 Q4	$543K	Buy	22,568 +13,273	+143%	+$320K	0.08%	119
2024 Q3	$226K	Buy	+9,295	New	+$224K	0.03%	189

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

Mosaic Family Wealth Partners's IBDR Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 30% in Q2 2026, buying an estimated $668K and bringing the position to 120,095 shares worth $2.91M. The position accounts for 0.2% of the portfolio, ranked #85.

Mosaic Family Wealth Partners first reported a position in IBDR in Q3 2024 and has held it in 8 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Mosaic Family Wealth Partners held 120,095 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.91M as of Q2 2026.
Mosaic Family Wealth Partners bought 27,586 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $668K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.2% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #85 holding.
Mosaic Family Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.