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%	10
2019 Q3	$33.5M	Buy	1,314,387 +295,448	+29%	+$7.46M	2.21%	10
2019 Q2	$25.5M	Buy	1,018,939 +70,709	+7%	+$1.73M	1.6%	19
2019 Q1	$23M	Buy	948,230 +416,971	+78%	+$9.86M	1.48%	20
2018 Q4	$12.2M	Buy	531,259 +738	+0.1%	+$17K	0.93%	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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Motley Fool Wealth Management's IBDR Position: Q2 2020 in Review

Motley Fool Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2020, closing a stake of 1,221,929 shares — an estimated $30M sold.

Motley Fool Wealth Management first reported a position in IBDR in Q4 2017 and held it in 9 quarters. The position peaked at $33.5M in Q3 2019. 78 funds tracked by Wall St. Rank hold IBDR as of Q2 2020.

Motley Fool Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Motley Fool Wealth Management sold 1,221,929 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2020, an estimated $30M.
Motley Fool Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2017 and held it in 9 quarters.
Motley Fool Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $33.5M in Q3 2019.
78 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2020.

Based on Motley Fool Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.