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 Q2	$572K	Hold	23,606	–	–	0.02%	526
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

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

Spire Wealth Management's IBDR Position: Q2 2026 in Review

Spire Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 23,606 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #526.

Spire Wealth Management first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $572K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Spire Wealth Management held 23,606 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $572K as of Q2 2026.
Spire Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #526 holding.
Spire Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Spire Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $572K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.