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 Q2	–	Hold	0	–	–	–	175
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 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

Snowden Capital Advisors's IBDR Position: Q2 2026 in Review

Snowden Capital Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 0 shares worth $5.63M. The position accounts for 0.13% of the portfolio, ranked #175.

Snowden Capital Advisors first reported a position in IBDR in Q2 2022 and has held it in 2 quarters since. The position peaked at $589K in Q2 2022. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Snowden Capital Advisors held 0 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.63M as of Q2 2026.
Snowden Capital Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.13% of Snowden Capital Advisors's portfolio in Q2 2026, its #175 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 2 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $589K in Q2 2022.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.