Mutual Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Mutual Advisors’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	$405K	Sell	16,701 -3,613	-18%	-$87.6K	0.01%	987
2025 Q4	$492K	Buy	20,314 +2,253	+12%	+$54.6K	0.01%	886
2025 Q3	$439K	Sell	18,061 -1,585	-8%	-$38.4K	0.01%	911
2025 Q2	$476K	Sell	19,646 -430	-2%	-$10.4K	0.01%	803
2025 Q1	$486K	Hold	20,076	–	–	0.01%	722
2024 Q4	$484K	Sell	20,076 -3,161	-14%	-$76.2K	0.01%	711
2024 Q3	$561K	Sell	23,237 -766	-3%	-$18.4K	0.02%	663
2024 Q2	$576K	Sell	24,003 -360	-1%	-$8.55K	0.02%	653
2024 Q1	$581K	Buy	24,363 +1,817	+8%	+$43.3K	0.02%	645
2023 Q4	$539K	Buy	22,546 +9,596	+74%	+$225K	0.02%	633
2023 Q3	$302K	Sell	12,950 -1,180	-8%	-$27.6K	0.01%	772
2023 Q2	$332K	Sell	14,130 -34	-0.2%	-$803	0.01%	772
2023 Q1	$336K	Buy	14,164 +914	+7%	+$21.5K	0.01%	745
2022 Q4	$309K	Hold	13,250	–	–	0.01%	733
2022 Q3	$306K	Sell	13,250 -1,476	-10%	-$35.2K	0.02%	710
2022 Q2	$350K	Buy	+14,726	New	+$354K	0.02%	630

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

Mutual Advisors's IBDR Position: Q1 2026 in Review

Mutual Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 18% in Q1 2026, selling an estimated $87.6K and leaving 16,701 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #987.

Mutual Advisors first reported a position in IBDR in Q2 2022 and has held it in 16 quarters since. The position peaked at $581K in Q1 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Mutual Advisors held 16,701 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $405K as of Q1 2026.
Mutual Advisors sold 3,613 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $87.6K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #987 holding.
Mutual Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
Mutual Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $581K in Q1 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.