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Sabal Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sabal Trust’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
2025
Q1 		$3.89M Buy
160,582
+21,774
+16% +$525K 0.22% 77
2024
Q4 		$3.34M Buy
138,808
+29,409
+27% +$709K 0.19% 81
2024
Q3 		$2.66M Buy
109,399
+41,941
+62% +$1.01M 0.14% 87
2024
Q2 		$1.61M Buy
+67,458
New +$1.6M 0.1% 103

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sabal Trust's IBDR Position: Q1 2025 in Review

Sabal Trust increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 16% in Q1 2025, buying an estimated $525K and bringing the position to 160,582 shares worth $3.89M. The position accounts for 0.22% of the portfolio, ranked #77.

Sabal Trust first reported a position in IBDR in Q2 2024 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

  • Sabal Trust held 160,582 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.89M as of Q1 2025.
  • Sabal Trust bought 21,774 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $525K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.22% of Sabal Trust's portfolio in Q1 2025, its #77 holding.
  • Sabal Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.