MMHP
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Murphy Middleton Hinkle & Parker’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Murphy Middleton Hinkle & Parker’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 		$297K Hold
12,263
– – 0.12% 120
2026
Q1 		$297K Buy
+12,263
New +$297K 0.14% 115
2025
Q4 		– Sell
-13,681
Closed -$332K – 174
2025
Q3 		$332K Hold
13,681
– – 0.16% 112
2025
Q2 		$331K Hold
13,681
– – 0.19% 107
2025
Q1 		$331K Buy
13,681
+270
+2% +$6.51K 0.19% 107
2024
Q4 		$323K Buy
13,411
+1,242
+10% +$29.9K 0.18% 108
2024
Q3 		$296K Sell
12,169
-4,386
-26% -$106K 0.16% 117
2024
Q2 		$394K Hold
16,555
– – 0.23% 101
2024
Q1 		$395K Hold
16,555
– – 0.23% 102
2023
Q4 		$396K Hold
16,555
– – 0.24% 99
2023
Q3 		$386K Sell
16,555
-1,127
-6% -$26.4K 0.25% 97
2023
Q2 		$415K Sell
17,682
-224
-1% -$5.29K 0.26% 91
2023
Q1 		$425K Sell
17,906
-208
-1% -$4.9K 0.26% 94
2022
Q4 		$423K Sell
18,114
-180
-1% -$4.18K 0.27% 94
2022
Q3 		$423K Sell
18,294
-636
-3% -$15.2K 0.29% 90
2022
Q2 		$450K Sell
18,930
-251
-1% -$6.03K 0.29% 90
2022
Q1 		$473K Buy
19,181
+192
+1% +$4.86K 0.25% 90
2021
Q4 		$495K Buy
18,989
+241
+1% +$6.31K 0.26% 91
2021
Q3 		$497K Sell
18,748
-935
-5% -$24.9K 0.29% 90
2021
Q2 		$524K Buy
19,683
+1,043
+6% +$27.7K 0.29% 92
2021
Q1 		$491K Buy
18,640
+7,153
+62% +$191K 0.29% 91
2020
Q4 		$311K Sell
11,487
-224
-2% -$6.03K 0.21% 115
2020
Q3 		$314K Buy
+11,711
New +$315K 0.23% 103

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's IBDR Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 12,263 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #120.

Murphy Middleton Hinkle & Parker first reported a position in IBDR in Q3 2020 and has held it in 23 quarters since. The position peaked at $524K in Q2 2021. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Murphy Middleton Hinkle & Parker held 12,263 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $297K as of Q2 2026.
  • Murphy Middleton Hinkle & Parker left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.12% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #120 holding.
  • Murphy Middleton Hinkle & Parker first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2020 and has held it in 23 quarters since.
  • Murphy Middleton Hinkle & Parker's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $524K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.