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Patriot Investment Management Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Patriot Investment Management Group’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 		$701K Sell
28,949
-620
-2% -$15K 0.04% 140
2026
Q1 		$717K Hold
29,569
– – 0.05% 146
2025
Q4 		$716K Hold
29,569
– – 0.05% 139
2025
Q3 		$719K Buy
29,569
+5,780
+24% +$140K 0.05% 133
2025
Q2 		$577K Buy
23,789
+1,035
+5% +$25K 0.04% 146
2025
Q1 		$551K Buy
22,754
+1,475
+7% +$35.6K 0.04% 145
2024
Q4 		$512K Buy
21,279
+9,757
+85% +$235K 0.04% 151
2024
Q3 		$280K Buy
11,522
+1,028
+10% +$24.7K 0.02% 211
2024
Q2 		$250K Hold
10,494
– – 0.02% 219
2024
Q1 		$250K Hold
10,494
– – 0.02% 221
2023
Q4 		$251K Buy
+10,494
New +$246K 0.02% 215
2023
Q1 		– Sell
-4,840
Closed -$115K – 287
2022
Q4 		$115K Buy
+4,840
New +$112K 0.01% 270
2020
Q3 		– Sell
-4,465
Closed -$119K – 394
2020
Q2 		$119K Buy
+4,465
New +$115K 0.02% 248

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Investment Management Group's IBDR Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.1% in Q2 2026, selling an estimated $15K and leaving 28,949 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #140.

Patriot Investment Management Group first reported a position in IBDR in Q2 2020 and has held it in 13 quarters since. The position peaked at $719K in Q3 2025. 152 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Patriot Investment Management Group held 28,949 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $701K as of Q2 2026.
  • Patriot Investment Management Group sold 620 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $15K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of Patriot Investment Management Group's portfolio in Q2 2026, its #140 holding.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2020 and has held it in 13 quarters since.
  • Patriot Investment Management Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $719K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.