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 Q2	$309K	Sell	12,739 -35,084	-73%	-$849K	﹤0.01%	858
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Prime Capital Investment Advisors's IBDR Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 73% in Q2 2026, selling an estimated $849K and leaving 12,739 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Prime Capital Investment Advisors first reported a position in IBDR in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.23M in Q1 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Prime Capital Investment Advisors held 12,739 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $309K as of Q2 2026.
Prime Capital Investment Advisors sold 35,084 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $849K.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #858 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 13 quarters since.
Prime Capital Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.23M in Q1 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.