Pure Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Pure Financial 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	$765K	Buy	31,575 +1,444	+5%	+$35K	0.01%	255
2025 Q4	$730K	Buy	30,131 +435	+1%	+$10.5K	0.01%	259
2025 Q3	$722K	Buy	29,696 +2,544	+9%	+$61.6K	0.01%	248
2025 Q2	$658K	Buy	+27,152	New	+$656K	0.01%	248

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

Pure Financial Advisors's IBDR Position: Q1 2026 in Review

Pure Financial Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.8% in Q1 2026, buying an estimated $35K and bringing the position to 31,575 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #255.

Pure Financial Advisors first reported a position in IBDR in Q2 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Pure Financial Advisors held 31,575 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $765K as of Q1 2026.
Pure Financial Advisors bought 1,444 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $35K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #255 holding.
Pure Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.