Roble Belko & Company’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Roble Belko & Company’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	$734K	Buy	30,293 +6,485	+27%	+$157K	0.08%	72
2026 Q1	$577K	Buy	23,808 +1	+0%	+$24	0.07%	77
2025 Q4	$577K	Buy	23,807 +3	+0%	+$73	0.08%	76
2025 Q3	$578K	Buy	23,804 +1,032	+5%	+$25K	0.08%	75
2025 Q2	$552K	Buy	22,772 +2	+0%	+$48	0.08%	75
2025 Q1	$551K	Buy	22,770 +1	+0%	+$24	0.09%	71
2024 Q4	$548K	Buy	22,769 +7,855	+53%	+$189K	0.09%	70
2024 Q3	$362K	Buy	14,914 +791	+6%	+$19K	0.06%	84
2024 Q2	$336K	Buy	14,123 +2	+0%	+$47	0.06%	85
2024 Q1	$337K	Buy	14,121 +1	+0%	+$24	0.06%	84
2023 Q4	$337K	Buy	14,120 +183	+1%	+$4.3K	0.06%	72
2023 Q3	$325K	Buy	13,937 +3,832	+38%	+$89.7K	0.07%	72
2023 Q2	$237K	Hold	10,105	–	–	0.05%	78
2023 Q1	$240K	Hold	10,105	–	–	0.05%	83
2022 Q4	$236K	Hold	10,105	–	–	0.05%	87
2022 Q3	$233K	Hold	10,105	–	–	0.06%	81
2022 Q2	$240K	Hold	10,105	–	–	0.05%	83
2022 Q1	$249K	Hold	10,105	–	–	0.05%	91
2021 Q4	$263K	Hold	10,105	–	–	0.05%	86
2021 Q3	$268K	Hold	10,105	–	–	0.06%	74
2021 Q2	$269K	Hold	10,105	–	–	0.06%	80
2021 Q1	$266K	Hold	10,105	–	–	0.06%	74
2020 Q4	$274K	Hold	10,105	–	–	0.07%	70
2020 Q3	$271K	Hold	10,105	–	–	0.08%	70
2020 Q2	$270K	Hold	10,105	–	–	0.08%	71
2020 Q1	$248K	Hold	10,105	–	–	0.08%	79
2019 Q4	$258K	Buy	10,105 +3,286	+48%	+$83.6K	0.07%	79
2019 Q3	$174K	Buy	6,819 +2,510	+58%	+$63.4K	0.05%	97
2019 Q2	$108K	Buy	4,309 +2,539	+143%	+$62K	0.03%	115
2019 Q1	$43K	Buy	+1,770	New	+$41.9K	0.01%	125

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

Roble Belko & Company's IBDR Position: Q2 2026 in Review

Roble Belko & Company increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 27% in Q2 2026, buying an estimated $157K and bringing the position to 30,293 shares worth $734K. The position accounts for 0.08% of the portfolio, ranked #72.

Roble Belko & Company first reported a position in IBDR in Q1 2019 and has held it in 30 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Roble Belko & Company held 30,293 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $734K as of Q2 2026.
Roble Belko & Company bought 6,485 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $157K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of Roble Belko & Company's portfolio in Q2 2026, its #72 holding.
Roble Belko & Company first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.