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

Nestegg 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
Q2 		– Sell
-9,322
Closed -$226K – 54
2026
Q1 		$226K Sell
9,322
-13,762
-60% -$333K 0.2% 49
2025
Q4 		$559K Sell
23,084
-1,565
-6% -$37.9K 0.48% 26
2025
Q3 		$599K Sell
24,649
-5,160
-17% -$125K 0.53% 25
2025
Q2 		$723K Sell
29,809
-24,802
-45% -$599K 0.7% 19
2025
Q1 		$1.32M Sell
54,611
-29,316
-35% -$707K 1.41% 12
2024
Q4 		$2.03M Buy
+83,927
New +$2.02M 2.05% 11

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

Nestegg Advisors's IBDR Position: Q2 2026 in Review

Nestegg Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 9,322 shares — an estimated $226K sold.

Nestegg Advisors first reported a position in IBDR in Q4 2024 and held it in 6 quarters. The position peaked at $2.03M in Q4 2024. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Nestegg Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Nestegg Advisors sold 9,322 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $226K.
  • Nestegg Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and held it in 6 quarters.
  • Nestegg Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.03M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.