One Plus One Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

One Plus One Wealth Management’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	$221K	Sell	9,121 -4,320	-32%	-$105K	0.1%	88
2026 Q1	$326K	Sell	13,441 -46,161	-77%	-$1.12M	0.14%	74
2025 Q4	$1.44M	Buy	59,602 +818	+1%	+$19.8K	0.67%	39
2025 Q3	$1.43M	Buy	58,784 +2,698	+5%	+$65.3K	0.69%	39
2025 Q2	$1.36M	Buy	56,086 +8,378	+18%	+$202K	0.74%	36
2025 Q1	$1.16M	Buy	47,708 +23,764	+99%	+$573K	0.63%	43
2024 Q4	$576K	Buy	+23,944	New	+$577K	0.34%	55

Other funds holding IBDR

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

One Plus One Wealth Management's IBDR Position: Q2 2026 in Review

One Plus One Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 32% in Q2 2026, selling an estimated $105K and leaving 9,121 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #88.

One Plus One Wealth Management first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2025. 220 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

One Plus One Wealth Management held 9,121 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $221K as of Q2 2026.
One Plus One Wealth Management sold 4,320 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $105K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.1% of One Plus One Wealth Management's portfolio in Q2 2026, its #88 holding.
One Plus One Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
One Plus One Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.44M in Q4 2025.
220 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.