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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SignatureFD's IBDR Position: Q1 2026 in Review

SignatureFD increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 169% in Q1 2026, buying an estimated $395K and bringing the position to 25,951 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #529.

SignatureFD first reported a position in IBDR in Q3 2022 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

SignatureFD held 25,951 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $629K as of Q1 2026.
SignatureFD bought 16,287 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $395K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of SignatureFD's portfolio in Q1 2026, its #529 holding.
SignatureFD first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 10 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.