Peapack-Gladstone Financial Corp’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Peapack-Gladstone Financial Corp’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 Q1	–	Sell	-8,493	Closed	-$206K	–	666
2025 Q4	$206K	Hold	8,493	–	–	﹤0.01%	633
2025 Q3	$206K	Buy	+8,493	New	+$206K	﹤0.01%	656

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Peapack-Gladstone Financial Corp's IBDR Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 8,493 shares — an estimated $206K sold.

Peapack-Gladstone Financial Corp first reported a position in IBDR in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Peapack-Gladstone Financial Corp reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 8,493 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $206K.
Peapack-Gladstone Financial Corp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and held it in 2 quarters.
Peapack-Gladstone Financial Corp's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $206K in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.