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Princeton Global Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Princeton Global Asset Management’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 		$615K Sell
25,367
-637
-2% -$15.4K 0.09% 128
2026
Q1 		$630K Sell
26,004
-1,030
-4% -$25K 0.1% 117
2025
Q4 		$655K Buy
27,034
+6,906
+34% +$167K 0.11% 119
2025
Q3 		$489K Buy
20,128
+1,783
+10% +$43.2K 0.08% 132
2025
Q2 		$445K Buy
18,345
+483
+3% +$11.7K 0.08% 128
2025
Q1 		$432K Buy
17,862
+721
+4% +$17.4K 0.09% 134
2024
Q4 		$413K Buy
17,141
+6,729
+65% +$162K 0.08% 144
2024
Q3 		$253K Buy
10,412
+4,485
+76% +$108K 0.05% 169
2024
Q2 		$141K Buy
5,927
+2,309
+64% +$54.8K 0.03% 195
2024
Q1 		$86.3K Buy
3,618
+1,212
+50% +$28.9K 0.02% 211
2023
Q4 		$57.5K Buy
+2,406
New +$56.5K 0.01% 247

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Princeton Global Asset Management's IBDR Position: Q2 2026 in Review

Princeton Global Asset Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.4% in Q2 2026, selling an estimated $15.4K and leaving 25,367 shares worth $615K. The position accounts for 0.09% of the portfolio, ranked #128.

Princeton Global Asset Management first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $655K in Q4 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Princeton Global Asset Management held 25,367 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $615K as of Q2 2026.
  • Princeton Global Asset Management sold 637 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $15.4K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of Princeton Global Asset Management's portfolio in Q2 2026, its #128 holding.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Princeton Global Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $655K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.