Neuberger Berman Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Neuberger Berman Group’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	$538K	Hold	22,205	–	–	﹤0.01%	1624
2025 Q4	$538K	Buy	22,205 +5,525	+33%	+$134K	﹤0.01%	1607
2025 Q3	$405K	Sell	16,680 -2,500	-13%	-$60.5K	﹤0.01%	1668
2025 Q2	$465K	Sell	19,180 -51,900	-73%	-$1.25M	﹤0.01%	1601
2025 Q1	$1.72M	Sell	71,080 -210	-0.3%	-$5.07K	﹤0.01%	1172
2024 Q4	$1.72M	Sell	71,290 -1,250	-2%	-$30.1K	﹤0.01%	1173
2024 Q3	$1.76M	Sell	72,540 -2,350	-3%	-$56.6K	﹤0.01%	1156
2024 Q2	$1.78M	Buy	74,890 +1,215	+2%	+$28.9K	﹤0.01%	1121
2024 Q1	$1.76M	Buy	73,675 +25,925	+54%	+$618K	﹤0.01%	1145
2023 Q4	$1.14M	Buy	+47,750	New	+$1.12M	﹤0.01%	1250

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

Neuberger Berman Group's IBDR Position: Q1 2026 in Review

Neuberger Berman Group held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 22,205 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Neuberger Berman Group first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Neuberger Berman Group held 22,205 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $538K as of Q1 2026.
Neuberger Berman Group left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1624 holding.
Neuberger Berman Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Neuberger Berman Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.78M in Q2 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.