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

OneDigital Investment 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	$7.01M	Sell	289,388 -28,199	-9%	-$683K	0.06%	254
2026 Q1	$7.7M	Sell	317,587 -661	-0.2%	-$16K	0.08%	209
2025 Q4	$7.71M	Buy	318,248 +247,299	+349%	+$6M	0.08%	203
2025 Q3	$1.72M	Buy	70,949 +25,656	+57%	+$621K	0.02%	483
2025 Q2	$1.1M	Buy	45,293 +1,131	+3%	+$27.3K	0.01%	607
2025 Q1	$1.07M	Buy	+44,162	New	+$1.07M	0.01%	585
2024 Q4	–	Sell	-34,959	Closed	-$849K	–	1455
2024 Q3	$849K	Hold	34,959	–	–	0.01%	712
2024 Q2	$833K	Buy	+34,959	New	+$830K	0.01%	681
2019 Q3	–	Sell	-540	Closed	-$14K	–	832
2019 Q2	$14K	Hold	540	–	–	﹤0.01%	878
2019 Q1	$13K	Hold	540	–	–	﹤0.01%	825
2018 Q4	$12K	Buy	+540	New	+$12.4K	﹤0.01%	815

Other funds holding IBDR

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OneDigital Investment Advisors's IBDR Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 8.9% in Q2 2026, selling an estimated $683K and leaving 289,388 shares worth $7.01M. The position accounts for 0.06% of the portfolio, ranked #254.

OneDigital Investment Advisors first reported a position in IBDR in Q4 2018 and has held it in 11 quarters since. The position peaked at $7.71M in Q4 2025. 347 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

OneDigital Investment Advisors held 289,388 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $7.01M as of Q2 2026.
OneDigital Investment Advisors sold 28,199 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $683K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #254 holding.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2018 and has held it in 11 quarters since.
OneDigital Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $7.71M in Q4 2025.
347 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.