Savant Capital’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Savant Capital’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	$248K	Hold	10,239	–	–	﹤0.01%	1619
2026 Q1	$248K	Sell	10,239 -1,870	-15%	-$45.3K	﹤0.01%	1288
2025 Q4	$293K	Sell	12,109 -1,379	-10%	-$33.4K	﹤0.01%	1063
2025 Q3	$328K	Sell	13,488 -4,186	-24%	-$101K	﹤0.01%	982
2025 Q2	$429K	Sell	17,674 -918	-5%	-$22.2K	﹤0.01%	811
2025 Q1	$450K	Sell	18,592 -34	-0.2%	-$820	﹤0.01%	702
2024 Q4	$448K	Sell	18,626 -8,966	-32%	-$216K	﹤0.01%	928
2024 Q3	$670K	Buy	27,592 +9,236	+50%	+$222K	0.01%	770
2024 Q2	$437K	Buy	18,356 +146	+0.8%	+$3.47K	﹤0.01%	842
2024 Q1	$434K	Buy	18,210 +92	+0.5%	+$2.19K	0.01%	777
2023 Q4	$433K	Sell	18,118 -620	-3%	-$14.6K	0.01%	604
2023 Q3	$437K	Buy	18,738 +129	+0.7%	+$3.02K	0.01%	557
2023 Q2	$437K	Buy	18,609 +118	+0.6%	+$2.79K	0.01%	543
2023 Q1	$439K	Buy	18,491 +4,148	+29%	+$97.6K	0.01%	486
2022 Q4	$335	Buy	+14,343	New	+$333K	﹤0.01%	600

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

Savant Capital's IBDR Position: Q2 2026 in Review

Savant Capital held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 10,239 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Savant Capital first reported a position in IBDR in Q4 2022 and has held it in 15 quarters since. The position peaked at $670K in Q3 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Savant Capital held 10,239 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $248K as of Q2 2026.
Savant Capital left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1619 holding.
Savant Capital first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Savant Capital's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $670K in Q3 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.