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

Signature Wealth Management 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
Q1 		$5.63M Sell
232,146
-2,609
-1% -$63.2K 2.14% 12
2025
Q4 		$5.69M Sell
234,755
-536
-0.2% -$13K 2.32% 7
2025
Q3 		$5.72M Buy
235,291
+106
+0% +$2.57K 2.22% 8
2025
Q2 		$5.7M Buy
235,185
+5,031
+2% +$122K 2.25% 6
2025
Q1 		$5.57M Buy
230,154
+2,411
+1% +$58.2K 2.17% 5
2024
Q4 		$5.48M Sell
227,743
-1,634
-0.7% -$39.4K 2.2% 5
2024
Q3 		$5.57M Buy
229,377
+2,392
+1% +$57.6K 2.24% 7
2024
Q2 		$5.41M Buy
226,985
+2,827
+1% +$67.1K 2.37% 5
2024
Q1 		$5.3M Sell
224,158
-47
-0% -$1.12K 2.41% 5
2023
Q4 		$5.36M Buy
+224,205
New +$5.26M 2.48% 5
2023
Q2 		$5.08M Buy
216,629
+4,441
+2% +$105K 2.37% 6
2023
Q1 		$5.04M Buy
212,188
+6,524
+3% +$154K 2.39% 6
2022
Q4 		$4.8M Buy
205,664
+16,022
+8% +$372K 2.35% 7
2022
Q3 		$4.38M Buy
189,642
+23,684
+14% +$564K 2.23% 7
2022
Q2 		$3.95M Buy
165,958
+25,961
+19% +$624K 1.92% 13
2022
Q1 		$3.45M Buy
139,997
+13,467
+11% +$341K 1.55% 33
2021
Q4 		$3.3M Buy
126,530
+1,683
+1% +$44.1K 1.66% 29
2021
Q3 		$3.31M Buy
124,847
+634
+0.5% +$16.9K 1.84% 25
2021
Q2 		$3.31M Buy
124,213
+1,484
+1% +$39.4K 1.84% 23
2021
Q1 		$3.23M Buy
122,729
+2,420
+2% +$64.7K 1.9% 26
2020
Q4 		$3.26M Buy
120,309
+1,672
+1% +$45K 2.06% 17
2020
Q3 		$3.18M Buy
118,637
+916
+0.8% +$24.6K 2.29% 13
2020
Q2 		$3.14M Sell
117,721
-374
-0.3% -$9.66K 2.4% 11
2020
Q1 		$2.9M Buy
118,095
+2,972
+3% +$75.5K 2.55% 11
2019
Q4 		$2.94M Buy
115,123
+2,878
+3% +$73.2K 1.86% 30
2019
Q3 		$2.86M Buy
112,245
+4,354
+4% +$110K 1.89% 30
2019
Q2 		$2.7M Buy
107,891
+1,122
+1% +$27.4K 1.8% 33
2019
Q1 		$2.59M Buy
106,769
+4,833
+5% +$114K 1.81% 35
2018
Q4 		$2.35M Buy
101,936
+1,538
+2% +$35.3K 1.82% 35
2018
Q3 		$2.32M Buy
100,398
+4,674
+5% +$109K 1.72% 34
2018
Q2 		$2.23M Buy
95,724
+89,510
+1,440% +$2.09M 1.65% 34
2018
Q1 		$147K Buy
6,214
+4,268
+219% +$102K 0.11% 71
2017
Q4 		$48K Buy
+1,946
New +$47.8K 0.04% 103

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

Signature Wealth Management Group's IBDR Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.1% in Q1 2026, selling an estimated $63.2K and leaving 232,146 shares worth $5.63M. The position accounts for 2.14% of the portfolio, ranked #12.

Signature Wealth Management Group first reported a position in IBDR in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.72M in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Signature Wealth Management Group held 232,146 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.63M as of Q1 2026.
  • Signature Wealth Management Group sold 2,609 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $63.2K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 2.14% of Signature Wealth Management Group's portfolio in Q1 2026, its #12 holding.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2017 and has held it in 33 quarters since.
  • Signature Wealth Management Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $5.72M in Q3 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.