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

SignatureFD’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	$905K	Buy	37,352 +11,401	+44%	+$276K	0.01%	473
2026 Q1	$629K	Buy	25,951 +16,287	+169%	+$395K	0.01%	529
2025 Q4	$234K	Buy	9,664 +369	+4%	+$8.95K	﹤0.01%	880
2025 Q3	$226K	Buy	9,295 +7,222	+348%	+$175K	﹤0.01%	898
2025 Q2	$50.3K	Hold	2,073	–	–	﹤0.01%	1579
2025 Q1	$50.2K	Buy	2,073 +1,658	+400%	+$40K	﹤0.01%	1565
2024 Q4	$9.99K	Sell	415 -185	-31%	-$4.46K	﹤0.01%	2363
2024 Q3	$14.6K	Sell	600 -1,000	-63%	-$24.1K	﹤0.01%	2191
2024 Q2	$38.1K	Sell	1,600 -1,155	-42%	-$27.4K	﹤0.01%	1644
2024 Q1	$65.7K	Buy	+2,755	New	+$65.7K	﹤0.01%	1409
2022 Q4	–	Sell	-220	Closed	-$5K	–	3338
2022 Q3	$5K	Buy	+220	New	+$5.24K	﹤0.01%	2435

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

SignatureFD's IBDR Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 44% in Q2 2026, buying an estimated $276K and bringing the position to 37,352 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #473.

SignatureFD first reported a position in IBDR in Q3 2022 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

SignatureFD held 37,352 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $905K as of Q2 2026.
SignatureFD bought 11,401 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $276K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of SignatureFD's portfolio in Q2 2026, its #473 holding.
SignatureFD first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 11 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.