Sowell Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sowell Financial Services’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	$5.07M	Sell	209,385 -2,444	-1%	-$59.2K	0.17%	130
2026 Q1	$5.13M	Buy	211,829 +6,638	+3%	+$161K	0.19%	113
2025 Q4	$4.97M	Buy	205,191 +13,413	+7%	+$325K	0.18%	116
2025 Q3	$4.66M	Buy	191,778 +8,885	+5%	+$215K	0.18%	114
2025 Q2	$4.44M	Sell	182,893 -2,820	-2%	-$68.1K	0.18%	117
2025 Q1	$4.5M	Buy	185,713 +3,792	+2%	+$91.5K	0.2%	107
2024 Q4	$4.38M	Buy	181,921 +41,835	+30%	+$1.01M	0.23%	104
2024 Q3	$3.4M	Buy	140,086 +44,634	+47%	+$1.07M	0.16%	143
2024 Q2	$2.27M	Buy	95,452 +4,440	+5%	+$105K	0.11%	191
2024 Q1	$2.17M	Buy	91,012 +2,583	+3%	+$61.6K	0.1%	215
2023 Q4	$2.11M	Buy	+88,429	New	+$2.08M	0.11%	197
2021 Q1	–	Sell	-991	Closed	-$27K	–	3188
2020 Q4	$27K	Hold	991	–	–	﹤0.01%	1617
2020 Q3	$27K	Hold	991	–	–	﹤0.01%	1431
2020 Q2	$26K	Sell	991 -7	-0.7%	-$181	﹤0.01%	1376
2020 Q1	$25K	Hold	998	–	–	﹤0.01%	1310
2019 Q4	$26K	Sell	998 -945	-49%	-$24K	﹤0.01%	1338
2019 Q3	$49K	Buy	+1,943	New	+$49.1K	﹤0.01%	1004

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

Sowell Financial Services's IBDR Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.2% in Q2 2026, selling an estimated $59.2K and leaving 209,385 shares worth $5.07M. The position accounts for 0.17% of the portfolio, ranked #130.

Sowell Financial Services first reported a position in IBDR in Q3 2019 and has held it in 17 quarters since. The position peaked at $5.13M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Sowell Financial Services held 209,385 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.07M as of Q2 2026.
Sowell Financial Services sold 2,444 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $59.2K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.17% of Sowell Financial Services's portfolio in Q2 2026, its #130 holding.
Sowell Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2019 and has held it in 17 quarters since.
Sowell Financial Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $5.13M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.