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Ranch Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ranch Capital 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 		$809K Buy
33,379
+492
+1% +$11.9K 0.26% 83
2026
Q1 		$797K Buy
32,887
+2,017
+7% +$48.9K 0.29% 81
2025
Q4 		$748K Buy
30,870
+538
+2% +$13K 0.28% 87
2025
Q3 		$737K Buy
30,332
+1,643
+6% +$39.8K 0.29% 79
2025
Q2 		$696K Sell
28,689
-421
-1% -$10.2K 0.3% 79
2025
Q1 		$705K Sell
29,110
-1,687
-5% -$40.7K 0.33% 75
2024
Q4 		$741K Buy
30,797
+832
+3% +$20.1K 0.35% 70
2024
Q3 		$728K Buy
29,965
+7,071
+31% +$170K 0.34% 78
2024
Q2 		$545K Buy
22,894
+3,034
+15% +$72K 0.29% 88
2024
Q1 		$474K Buy
19,860
+2,047
+11% +$48.8K 0.26% 97
2023
Q4 		$426K Sell
17,813
-697
-4% -$16.4K 0.27% 101
2023
Q3 		$432K Buy
18,510
+595
+3% +$13.9K 0.3% 98
2023
Q2 		$420K Buy
17,915
+775
+5% +$18.3K 0.3% 99
2023
Q1 		$407K Buy
17,140
+1,140
+7% +$26.8K 0.3% 99
2022
Q4 		$374K Buy
+16,000
New +$371K 0.29% 101

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Ranch Capital Advisors's IBDR Position: Q2 2026 in Review

Ranch Capital Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 33,379 shares worth $809K. The position accounts for 0.26% of the portfolio, ranked #83.

Ranch Capital Advisors first reported a position in IBDR in Q4 2022 and has held it in 15 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Ranch Capital Advisors held 33,379 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $809K as of Q2 2026.
  • Ranch Capital Advisors bought 492 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $11.9K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.26% of Ranch Capital Advisors's portfolio in Q2 2026, its #83 holding.
  • Ranch Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.