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

NewEdge 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	$27M	Buy	1,114,439 +67,716	+6%	+$1.64M	0.1%	210
2025 Q4	$25.4M	Buy	1,046,723 +141,543	+16%	+$3.43M	0.09%	206
2025 Q3	$22M	Buy	905,180 +150,018	+20%	+$3.63M	0.1%	206
2025 Q2	$18.3M	Buy	755,162 +65,712	+10%	+$1.59M	0.09%	225
2025 Q1	$16.7M	Sell	689,450 -20,672	-3%	-$499K	0.1%	208
2024 Q4	$17.1M	Sell	710,122 -153	-0%	-$3.69K	0.1%	195
2024 Q3	$17.3M	Sell	710,275 -93,437	-12%	-$2.25M	0.11%	191
2024 Q2	$19.1M	Buy	803,712 +28,747	+4%	+$683K	0.14%	149
2024 Q1	$18.5M	Sell	774,965 -847,222	-52%	-$20.2M	0.16%	135
2023 Q4	$38.7M	Buy	1,622,187 +470,254	+41%	+$11M	0.37%	60
2023 Q3	$26.9M	Buy	1,151,933 +185,630	+19%	+$4.35M	0.3%	86
2023 Q2	$22.7M	Buy	966,303 +137,379	+17%	+$3.25M	0.26%	95
2023 Q1	$19.7M	Buy	828,924 +713,906	+621%	+$16.8M	0.25%	99
2022 Q4	$2.69K	Buy	+115,018	New	+$2.67M	﹤0.01%	2759

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors's IBDR Position: Q1 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.5% in Q1 2026, buying an estimated $1.64M and bringing the position to 1,114,439 shares worth $27M. The position accounts for 0.1% of the portfolio, ranked #210.

NewEdge Advisors first reported a position in IBDR in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.7M in Q4 2023. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

NewEdge Advisors held 1,114,439 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $27M as of Q1 2026.
NewEdge Advisors bought 67,716 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.64M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.1% of NewEdge Advisors's portfolio in Q1 2026, its #210 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $38.7M in Q4 2023.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.