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Stone House Investment Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Stone House Investment 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
2024
Q3 		– Sell
-6,652
Closed -$158K – 404
2024
Q2 		$158K Buy
6,652
+68
+1% +$1.61K 0.04% 58
2024
Q1 		$157K Buy
6,584
+43
+0.7% +$1.02K 0.04% 64
2023
Q4 		$156K Buy
+6,541
New +$154K 0.05% 47

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stone House Investment Management's IBDR Position: Q3 2024 in Review

Stone House Investment Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2024, closing a stake of 6,652 shares — an estimated $158K sold.

Stone House Investment Management first reported a position in IBDR in Q4 2023 and held it in 3 quarters. The position peaked at $158K in Q2 2024. 336 funds tracked by Wall St. Rank hold IBDR as of Q3 2024.

  • Stone House Investment Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Stone House Investment Management sold 6,652 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2024, an estimated $158K.
  • Stone House Investment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 3 quarters.
  • Stone House Investment Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $158K in Q2 2024.
  • 336 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2024.

Based on Stone House Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.