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PFG Investments’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-33,320
Closed -$795K – 1007
2024
Q1 		$795K Buy
+33,320
New +$794K 0.05% 385

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

PFG Investments's IBDR Position: Q2 2024 in Review

PFG Investments sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2024, closing a stake of 33,320 shares — an estimated $795K sold.

PFG Investments first reported a position in IBDR in Q1 2024 and held it in 1 quarter. The position peaked at $795K in Q1 2024. 325 funds tracked by Wall St. Rank hold IBDR as of Q2 2024.

  • PFG Investments reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 33,320 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2024, an estimated $795K.
  • PFG Investments first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $795K in Q1 2024.
  • 325 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.