Motley Fool Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Motley Fool Wealth Management’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
2020 Q2	–	Sell	-1,221,929	Closed	-$30M	–	123
2020 Q1	$30M	Sell	1,221,929 -79,640	-6%	-$2.02M	2.17%	9
2019 Q4	$33.3M	Sell	1,301,569 -12,818	-1%	-$326K	2.01%	10
2019 Q3	$33.5M	Buy	1,314,387 +295,448	+29%	+$7.46M	2.22%	10
2019 Q2	$25.5M	Buy	1,018,939 +70,709	+7%	+$1.73M	1.61%	19
2019 Q1	$23M	Buy	948,230 +416,971	+78%	+$9.86M	1.49%	20
2018 Q4	$12.2M	Buy	531,259 +738	+0.1%	+$17K	0.94%	32
2018 Q3	$12.4M	Buy	+530,521	New	+$12.4M	0.79%	37
2018 Q2	–	Sell	-470,685	Closed	-$11.1M	–	137
2018 Q1	$11.1M	Buy	470,685 +42,002	+10%	+$1M	0.82%	37
2017 Q4	$10.5M	Buy	+428,683	New	+$10.5M	0.81%	34

Other funds holding IBDR

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return