Prospera Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Prospera Financial Services’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	–	Hold	0	–	–	–	259
2026 Q1	–	Hold	0	–	–	–	277
2025 Q4	–	Sell	-204,673	Closed	-$4.96M	–	240
2025 Q3	$4.97M	Buy	204,673 +20,719	+11%	+$502K	0.08%	249
2025 Q2	$4.46M	Buy	183,954 +77,666	+73%	+$1.88M	0.08%	248
2025 Q1	$2.57M	Buy	+106,288	New	+$2.56M	0.06%	332

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

Prospera Financial Services's IBDR Position: Q2 2026 in Review

Prospera Financial Services held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 0 shares worth $5.47M. The position accounts for 0.08% of the portfolio, ranked #259.

Prospera Financial Services first reported a position in IBDR in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.97M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Prospera Financial Services held 0 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.47M as of Q2 2026.
Prospera Financial Services left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #259 holding.
Prospera Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 3 quarters since.
Prospera Financial Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.97M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.