Strategic Blueprint’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Strategic Blueprint’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	$410K	Sell	16,902 -220	-1%	-$5.33K	0.02%	454
2025 Q4	$415K	Sell	17,122 -7,259	-30%	-$176K	0.02%	445
2025 Q3	$592K	Buy	24,381 +1,305	+6%	+$31.6K	0.03%	452
2025 Q2	$560K	Buy	23,076 +464	+2%	+$11.2K	0.03%	426
2025 Q1	$547K	Buy	22,612 +3,873	+21%	+$93.5K	0.03%	414
2024 Q4	$451K	Buy	18,739 +26	+0.1%	+$627	0.03%	426
2024 Q3	$455K	Buy	18,713 +429	+2%	+$10.3K	0.03%	418
2024 Q2	$436K	Buy	+18,284	New	+$434K	0.03%	407

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

Strategic Blueprint's IBDR Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.3% in Q1 2026, selling an estimated $5.33K and leaving 16,902 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #454.

Strategic Blueprint first reported a position in IBDR in Q2 2024 and has held it in 8 quarters since. The position peaked at $592K in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Strategic Blueprint held 16,902 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $410K as of Q1 2026.
Strategic Blueprint sold 220 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $5.33K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Strategic Blueprint's portfolio in Q1 2026, its #454 holding.
Strategic Blueprint first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Strategic Blueprint's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $592K in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.