New England Private Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

New England Private Wealth 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	$3.99M	Sell	164,601 -1,982	-1%	-$48K	0.39%	61
2026 Q1	$4.04M	Sell	166,583 -6,469	-4%	-$157K	0.47%	53
2025 Q4	$4.19M	Buy	173,052 +1,547	+0.9%	+$37.5K	0.52%	48
2025 Q3	$4.17M	Buy	171,505 +626	+0.4%	+$15.2K	0.55%	47
2025 Q2	$4.14M	Buy	170,879 +1,225	+0.7%	+$29.6K	0.61%	45
2025 Q1	$4.11M	Buy	169,654 +6,813	+4%	+$164K	0.64%	45
2024 Q4	$3.92M	Buy	162,841 +68,202	+72%	+$1.64M	0.62%	43
2024 Q3	$2.3M	Buy	94,639 +640	+0.7%	+$15.4K	0.37%	52
2024 Q2	$2.24M	Buy	93,999 +45,066	+92%	+$1.07M	0.39%	51
2024 Q1	$1.16M	Buy	+48,933	New	+$1.17M	0.2%	73
2023 Q4	–	Hold	0	–	–	–	102

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

New England Private Wealth Advisors's IBDR Position: Q2 2026 in Review

New England Private Wealth Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.2% in Q2 2026, selling an estimated $48K and leaving 164,601 shares worth $3.99M. The position accounts for 0.39% of the portfolio, ranked #61.

New England Private Wealth Advisors first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.19M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

New England Private Wealth Advisors held 164,601 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.99M as of Q2 2026.
New England Private Wealth Advisors sold 1,982 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $48K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.39% of New England Private Wealth Advisors's portfolio in Q2 2026, its #61 holding.
New England Private Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
New England Private Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.19M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.