Private Portfolio Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Private Portfolio Partners’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
2023 Q4	–	Sell	-13,800	Closed	-$322K	–	266
2023 Q3	$322K	Sell	13,800 -762	-5%	-$17.8K	0.08%	186
2023 Q2	$342K	Hold	14,562	–	–	0.09%	180
2023 Q1	$346K	Buy	+14,562	New	+$343K	0.09%	167
2022 Q4	–	Hold	0	–	–	–	179
2022 Q3	–	Hold	0	–	–	–	161
2022 Q2	–	Hold	0	–	–	–	161
2022 Q1	–	Hold	0	–	–	–	177
2021 Q4	–	Hold	0	–	–	–	172
2021 Q3	–	Hold	0	–	–	–	173
2021 Q2	–	Hold	0	–	–	–	170
2021 Q1	–	Hold	0	–	–	–	156

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Private Portfolio Partners's IBDR Position: Q4 2023 in Review

Private Portfolio Partners sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2023, closing a stake of 13,800 shares — an estimated $322K sold.

Private Portfolio Partners first reported a position in IBDR in Q1 2023 and held it in 3 quarters. The position peaked at $346K in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDR as of Q4 2023.

Private Portfolio Partners reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Private Portfolio Partners sold 13,800 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2023, an estimated $322K.
Private Portfolio Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
Private Portfolio Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $346K in Q1 2023.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2023.

Based on Private Portfolio Partners's 13F filing for Q4 2023, filed 7 Feb 2024.