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Segment Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Segment Wealth Management’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
Q1 		– Sell
-60,850
Closed -$1.47M – 328
2025
Q4 		$1.47M Sell
60,850
-1,321
-2% -$32K 0.09% 125
2025
Q3 		$1.51M Sell
62,171
-1,080
-2% -$26.2K 0.09% 127
2025
Q2 		$1.53M Sell
63,251
-895
-1% -$21.6K 0.1% 125
2025
Q1 		$1.55M Sell
64,146
-1,040
-2% -$25.1K 0.11% 116
2024
Q4 		$1.57M Buy
65,186
+575
+0.9% +$13.9K 0.11% 112
2024
Q3 		$1.57M Buy
64,611
+2,040
+3% +$49.1K 0.11% 118
2024
Q2 		$1.49M Buy
62,571
+2,930
+5% +$69.6K 0.11% 118
2024
Q1 		$1.42M Buy
59,641
+12,030
+25% +$287K 0.11% 122
2023
Q4 		$1.14M Buy
47,611
+8,600
+22% +$202K 0.1% 129
2023
Q3 		$910K Buy
39,011
+1,560
+4% +$36.5K 0.09% 126
2023
Q2 		$879K Buy
37,451
+820
+2% +$19.4K 0.09% 123
2023
Q1 		$869K Buy
36,631
+8,000
+28% +$188K 0.1% 113
2022
Q4 		$669K Buy
28,631
+5,891
+26% +$137K 0.08% 127
2022
Q3 		$525K Hold
22,740
– – 0.07% 130
2022
Q2 		$541K Hold
22,740
– – 0.07% 131
2022
Q1 		$561K Buy
22,740
+400
+2% +$10.1K 0.06% 153
2021
Q4 		$582K Buy
22,340
+13,400
+150% +$351K 0.06% 155
2021
Q3 		$237K Buy
8,940
+600
+7% +$16K 0.03% 203
2021
Q2 		$222K Hold
8,340
– – 0.03% 215
2021
Q1 		$220K Buy
+8,340
New +$223K 0.03% 213

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Segment Wealth Management's IBDR Position: Q1 2026 in Review

Segment Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 60,850 shares — an estimated $1.47M sold.

Segment Wealth Management first reported a position in IBDR in Q1 2021 and held it in 20 quarters. The position peaked at $1.57M in Q3 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Segment Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 60,850 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.47M.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and held it in 20 quarters.
  • Segment Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.57M in Q3 2024.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.