StoneX Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

StoneX Group’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	–	Sell	-18,824	Closed	-$456K	–	1068
2025 Q4	$456K	Buy	18,824 +1,293	+7%	+$31.3K	0.02%	563
2025 Q3	$426K	Buy	17,531 +2,186	+14%	+$52.9K	0.02%	592
2025 Q2	$372K	Sell	15,345 -1,188	-7%	-$28.7K	0.02%	588
2025 Q1	$400K	Buy	+16,533	New	+$399K	0.02%	535

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

StoneX Group's IBDR Position: Q1 2026 in Review

StoneX Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 18,824 shares — an estimated $456K sold.

StoneX Group first reported a position in IBDR in Q1 2025 and held it in 4 quarters. The position peaked at $456K in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

StoneX Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 18,824 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $456K.
StoneX Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and held it in 4 quarters.
StoneX Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $456K in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.