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

SHP 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 		$6.67K Hold
275
– – ﹤0.01% 1000
2025
Q4 		$6.66K Buy
+275
New +$6.67K ﹤0.01% 926

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $67.6B AUM 18.3% 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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 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 $57.3B AUM 18.32% 1-Year Est. Return

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

SHP Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 275 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

SHP Wealth Management first reported a position in IBDR in Q4 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • SHP Wealth Management held 275 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $6.67K as of Q1 2026.
  • SHP Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1000 holding.
  • SHP Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.