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

Riverstone 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	$335K	Sell	13,832 -9,275	-40%	-$225K	0.14%	57
2026 Q1	$560K	Buy	23,107 +3,586	+18%	+$86.9K	0.28%	36
2025 Q4	$473K	Buy	19,521 +117	+0.6%	+$2.84K	0.22%	33
2025 Q3	$472K	Buy	+19,404	New	+$470K	0.23%	34

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

Riverstone Advisors's IBDR Position: Q2 2026 in Review

Riverstone Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 40% in Q2 2026, selling an estimated $225K and leaving 13,832 shares worth $335K. The position accounts for 0.14% of the portfolio, ranked #57.

Riverstone Advisors first reported a position in IBDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $560K in Q1 2026. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Riverstone Advisors held 13,832 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $335K as of Q2 2026.
Riverstone Advisors sold 9,275 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $225K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.14% of Riverstone Advisors's portfolio in Q2 2026, its #57 holding.
Riverstone Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Riverstone Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $560K in Q1 2026.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Riverstone Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.