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 Q2	$781K	Buy	32,225 +650	+2%	+$15.7K	0.01%	277
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 $1.55T 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

Pure Financial Advisors's IBDR Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.1% in Q2 2026, buying an estimated $15.7K and bringing the position to 32,225 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #277.

Pure Financial Advisors first reported a position in IBDR in Q2 2025 and has held it in 5 quarters since. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Pure Financial Advisors held 32,225 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $781K as of Q2 2026.
Pure Financial Advisors bought 650 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $15.7K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #277 holding.
Pure Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.