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

Sanctuary 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	$15.8M	Sell	652,971 -4,023	-0.6%	-$97.4K	0.07%	276
2026 Q1	$15.9M	Buy	656,994 +17,106	+3%	+$415K	0.09%	241
2025 Q4	$15.5M	Buy	639,888 +198,509	+45%	+$4.81M	0.08%	235
2025 Q3	$10.7M	Buy	441,379 +24,730	+6%	+$599K	0.06%	309
2025 Q2	$10.1M	Sell	416,649 -15,809	-4%	-$382K	0.06%	313
2025 Q1	$10.5M	Buy	432,458 +11,906	+3%	+$287K	0.07%	275
2024 Q4	$10.2M	Sell	420,552 -43,251	-9%	-$1.04M	0.06%	306
2024 Q3	$11.2M	Buy	463,803 +113,288	+32%	+$2.73M	0.07%	293
2024 Q2	$8.31M	Buy	+350,515	New	+$8.32M	0.06%	325

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

Sanctuary Advisors's IBDR Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.61% in Q2 2026, selling an estimated $97.4K and leaving 652,971 shares worth $15.8M. The position accounts for 0.07% of the portfolio, ranked #276.

Sanctuary Advisors first reported a position in IBDR in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.9M in Q1 2026. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Sanctuary Advisors held 652,971 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $15.8M as of Q2 2026.
Sanctuary Advisors sold 4,023 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $97.4K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.07% of Sanctuary Advisors's portfolio in Q2 2026, its #276 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $15.9M in Q1 2026.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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