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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
Q2 		$27.5M Buy
1,136,875
+22,436
+2% +$543K 0.08% 243
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

NewEdge Advisors's IBDR Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2% in Q2 2026, buying an estimated $543K and bringing the position to 1,136,875 shares worth $27.5M. The position accounts for 0.08% of the portfolio, ranked #243.

NewEdge Advisors first reported a position in IBDR in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.7M in Q4 2023. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • NewEdge Advisors held 1,136,875 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $27.5M as of Q2 2026.
  • NewEdge Advisors bought 22,436 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $543K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of NewEdge Advisors's portfolio in Q2 2026, its #243 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $38.7M in Q4 2023.
  • 424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.