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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mosaic Family Wealth Partners's IBDR Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 97% in Q1 2026, buying an estimated $1.1M and bringing the position to 92,509 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #60.

Mosaic Family Wealth Partners first reported a position in IBDR in Q3 2024 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Mosaic Family Wealth Partners held 92,509 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.24M as of Q1 2026.
Mosaic Family Wealth Partners bought 45,473 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.1M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.23% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #60 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 7 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.