Ogorek Anthony Joseph’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ogorek Anthony Joseph’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	$11K	Buy	457 +4	+0.9%	+$97	﹤0.01%	387
2026 Q1	$10K	Buy	453 +3	+0.7%	+$73	﹤0.01%	390
2025 Q4	$10K	Sell	450 -2	-0.4%	-$48	﹤0.01%	373
2025 Q3	$10K	Buy	452 +5	+1%	+$121	﹤0.01%	393
2025 Q2	$10K	Sell	447 -25	-5%	-$604	﹤0.01%	383
2025 Q1	$11K	Sell	472 -833	-64%	-$20.1K	﹤0.01%	347
2024 Q4	$31K	Buy	1,305 +10	+0.8%	+$241	0.01%	149
2024 Q3	$31K	Sell	1,295 -177,179	-99%	-$4.27M	0.01%	145
2024 Q2	$4.25M	Buy	178,474 +907	+0.5%	+$21.5K	1.48%	20
2024 Q1	$4.23M	Buy	177,567 +1,356	+0.8%	+$32.3K	1.47%	20
2023 Q4	$4.21M	Buy	176,211 +7,148	+4%	+$168K	1.53%	21
2023 Q3	$3.94M	Buy	169,063 +3,464	+2%	+$81.1K	1.56%	22
2023 Q2	$3.89M	Buy	165,599 +91,613	+124%	+$2.16M	1.49%	23
2023 Q1	$1.75M	Buy	+73,986	New	+$1.74M	0.72%	37

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

Ogorek Anthony Joseph's IBDR Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.88% in Q2 2026, buying an estimated $97 and bringing the position to 457 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Ogorek Anthony Joseph first reported a position in IBDR in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.25M in Q2 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Ogorek Anthony Joseph held 457 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $11K as of Q2 2026.
Ogorek Anthony Joseph bought 4 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $97.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #387 holding.
Ogorek Anthony Joseph first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Ogorek Anthony Joseph's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.25M in Q2 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.