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

Prime Capital 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 Q1	$1.16M	Sell	47,823 -35,114	-42%	-$851K	0.01%	478
2025 Q4	$2.01M	Sell	82,937 -3,088	-4%	-$74.9K	0.02%	346
2025 Q3	$2.09M	Buy	86,025 +5,088	+6%	+$123K	0.03%	332
2025 Q2	$1.96M	Sell	80,937 -52,525	-39%	-$1.27M	0.03%	335
2025 Q1	$3.23M	Buy	133,462 +56,095	+73%	+$1.35M	0.04%	291
2024 Q4	$1.86M	Buy	77,367 +5,977	+8%	+$144K	0.03%	316
2024 Q3	$1.73M	Buy	71,390 +8,933	+14%	+$215K	0.02%	335
2024 Q2	$1.49M	Sell	62,457 -3,256	-5%	-$77.3K	0.02%	356
2024 Q1	$1.57M	Buy	65,713 +5,206	+9%	+$124K	0.02%	385
2023 Q4	$1.45M	Buy	60,507 +24,362	+67%	+$572K	0.02%	376
2023 Q3	$843K	Buy	36,145 +22,662	+168%	+$531K	0.02%	372
2023 Q2	$316K	Buy	+13,483	New	+$319K	0.01%	586

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

Prime Capital Investment Advisors's IBDR Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 42% in Q1 2026, selling an estimated $851K and leaving 47,823 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #478.

Prime Capital Investment Advisors first reported a position in IBDR in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.23M in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Prime Capital Investment Advisors held 47,823 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.16M as of Q1 2026.
Prime Capital Investment Advisors sold 35,114 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $851K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #478 holding.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
Prime Capital Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.23M in Q1 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.