SageView Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

SageView Advisory Group’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	$234K	Buy	+9,638	New	+$233K	0.01%	567
2026 Q1	–	Sell	-8,212	Closed	-$199K	–	537
2025 Q4	$199K	Buy	+8,212	New	+$199K	0.01%	608
2024 Q2	–	Hold	0	–	–	–	427
2023 Q4	–	Sell	-131,698	Closed	-$3.09M	–	313
2023 Q3	$3.07M	Buy	131,698 +15,455	+13%	+$362K	0.18%	78
2023 Q2	$2.73M	Buy	116,243 +13,327	+13%	+$315K	0.15%	91
2023 Q1	$2.44M	Buy	102,916 +6,570	+7%	+$155K	0.16%	97
2022 Q4	$2.25M	Buy	+96,346	New	+$2.24M	0.18%	89

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

SageView Advisory Group's IBDR Position: Q2 2026 in Review

SageView Advisory Group opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 9,638 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IBDR as recently as Q4 2025.

SageView Advisory Group first reported a position in IBDR in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.07M in Q3 2023. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

SageView Advisory Group held 9,638 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $234K as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new SageView Advisory Group position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #567 holding.
SageView Advisory Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 6 quarters since.
SageView Advisory Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.07M in Q3 2023.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.