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Ritholtz Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ritholtz Wealth Management’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 		– Sell
-12,030
Closed -$291K – 1235
2025
Q4 		$291K Buy
12,030
+29
+0.2% +$703 0.01% 902
2025
Q3 		$292K Sell
12,001
-10,702
-47% -$259K 0.01% 843
2025
Q2 		$551K Sell
22,703
-1,570
-6% -$37.9K 0.01% 611
2025
Q1 		$588K Sell
24,273
-1,503
-6% -$36.3K 0.02% 548
2024
Q4 		$620K Sell
25,776
-668
-3% -$16.1K 0.02% 504
2024
Q3 		$643K Sell
26,444
-28,669
-52% -$690K 0.02% 495
2024
Q2 		$1.31M Sell
55,113
-1,221
-2% -$29K 0.04% 281
2024
Q1 		$1.34M Buy
56,334
+1,200
+2% +$28.6K 0.05% 287
2023
Q4 		$1.32M Sell
55,134
-291
-0.5% -$6.83K 0.05% 250
2023
Q3 		$1.29M Buy
55,425
+973
+2% +$22.8K 0.06% 220
2023
Q2 		$1.28M Sell
54,452
-7,718
-12% -$182K 0.06% 214
2023
Q1 		$1.48M Buy
62,170
+42,745
+220% +$1.01M 0.07% 177
2022
Q4 		$454K Buy
19,425
+10,325
+113% +$240K 0.03% 383
2022
Q3 		$210K Hold
9,100
– – 0.01% 645
2022
Q2 		$216K Buy
+9,100
New +$219K 0.01% 481

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ritholtz Wealth Management's IBDR Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 12,030 shares — an estimated $291K sold.

Ritholtz Wealth Management first reported a position in IBDR in Q2 2022 and held it in 15 quarters. The position peaked at $1.48M in Q1 2023. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,030 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $291K.
  • Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and held it in 15 quarters.
  • Ritholtz Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.48M in Q1 2023.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.