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Spire Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Spire Wealth Management’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 		$572K Buy
23,606
+3,939
+20% +$95.5K 0.02% 513
2025
Q4 		$477K Buy
19,667
+2,963
+18% +$71.8K 0.02% 554
2025
Q3 		$406K Sell
16,704
-50
-0.3% -$1.21K 0.01% 587
2025
Q2 		$406K Buy
16,754
+414
+3% +$10K 0.01% 557
2025
Q1 		$396K Buy
16,340
+14,940
+1,067% +$361K 0.01% 635
2024
Q4 		$33.7K Hold
1,400
– – ﹤0.01% 1436
2024
Q3 		$34K Hold
1,400
– – ﹤0.01% 1260
2024
Q2 		$33.3K Hold
1,400
– – ﹤0.01% 1254
2024
Q1 		$33.4K Hold
1,400
– – ﹤0.01% 1353
2023
Q4 		$33.4K Buy
+1,400
New +$32.9K ﹤0.01% 1339

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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
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
SVWAG
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