Snowden Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Snowden Capital Advisors’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	–	Hold	0	–	–	–	142
2025 Q4	–	Hold	0	–	–	–	137
2025 Q3	–	Hold	0	–	–	–	117
2025 Q2	–	Hold	0	–	–	–	115
2025 Q1	–	Hold	0	–	–	–	109
2024 Q4	–	Hold	0	–	–	–	40
2024 Q3	–	Hold	0	–	–	–	46
2024 Q2	–	Hold	0	–	–	–	46
2024 Q1	–	Hold	0	–	–	–	53
2023 Q4	–	Hold	0	–	–	–	70
2023 Q3	–	Hold	0	–	–	–	70
2023 Q2	–	Hold	0	–	–	–	123
2023 Q1	–	Hold	0	–	–	–	148
2022 Q4	–	Sell	-24,358	Closed	-$566K	–	817
2022 Q3	$562K	Sell	24,358 -425	-2%	-$10.1K	0.03%	601
2022 Q2	$589K	Buy	+24,783	New	+$596K	0.03%	565

Other funds holding IBDR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return