Steward Partners Investment Advisory’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Steward Partners Investment Advisory’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	$1.09M	Buy	44,799 +5,913	+15%	+$143K	0.01%	1245
2026 Q1	$943K	Sell	38,886 -7,514	-16%	-$182K	﹤0.01%	1193
2025 Q4	$1.12M	Sell	46,400 -2,356	-5%	-$57.1K	0.01%	1018
2025 Q3	$1.18M	Buy	48,756 +28,552	+141%	+$691K	0.01%	987
2025 Q2	$490K	Buy	20,204 +3,378	+20%	+$81.6K	﹤0.01%	1310
2025 Q1	$407K	Buy	16,826 +2,275	+16%	+$54.9K	﹤0.01%	1304
2024 Q4	$350K	Buy	14,551 +12,861	+761%	+$310K	﹤0.01%	1327
2024 Q3	$41.1K	Buy	1,690 +1,140	+207%	+$27.4K	﹤0.01%	2331
2024 Q2	$13.1K	Sell	550 -1,337	-71%	-$31.7K	﹤0.01%	2706
2024 Q1	$45K	Buy	1,887 +1,387	+277%	+$33.1K	﹤0.01%	2171
2023 Q4	$11.9K	Hold	500	–	–	﹤0.01%	2626
2023 Q3	$11.7K	Hold	500	–	–	﹤0.01%	2534
2023 Q2	$11.7K	Hold	500	–	–	﹤0.01%	2518
2023 Q1	$11.9K	Hold	500	–	–	﹤0.01%	2478
2022 Q4	$11.7K	Hold	500	–	–	﹤0.01%	2485
2022 Q3	$12K	Buy	+500	New	+$11.9K	﹤0.01%	2446
2021 Q2	–	Sell	-200	Closed	-$5.27K	–	7231
2021 Q1	$5.27K	Buy	+200	New	+$5.35K	﹤0.01%	2995

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

Steward Partners Investment Advisory's IBDR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 15% in Q2 2026, buying an estimated $143K and bringing the position to 44,799 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1245.

Steward Partners Investment Advisory first reported a position in IBDR in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.18M in Q3 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Steward Partners Investment Advisory held 44,799 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.09M as of Q2 2026.
Steward Partners Investment Advisory bought 5,913 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $143K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1245 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and has held it in 17 quarters since.
Steward Partners Investment Advisory's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.18M in Q3 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.