Strategic Wealth Partners Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Strategic Wealth Partners 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
2024 Q1	$18.1K	Hold	759	–	–	﹤0.01%	70
2023 Q4	$18.1K	Hold	759	–	–	﹤0.01%	66
2023 Q3	$17.7K	Sell	759 -431	-36%	-$10.1K	﹤0.01%	62
2023 Q2	$27K	Hold	1,190	–	–	﹤0.01%	62
2023 Q1	$28K	Sell	1,190 -12,768	-91%	-$301K	﹤0.01%	60
2022 Q4	$325K	Hold	13,958	–	–	0.07%	40
2022 Q3	$322K	Hold	13,958	–	–	0.07%	41
2022 Q2	$332K	Hold	13,958	–	–	0.07%	42
2022 Q1	$344K	Hold	13,958	–	–	0.07%	45
2021 Q4	$364K	Buy	+13,958	New	+$365K	0.06%	49

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Strategic Wealth Partners Group's IBDR Position: Q1 2024 in Review

Strategic Wealth Partners Group held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2024 at 759 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #70.

Strategic Wealth Partners Group first reported a position in IBDR in Q4 2021 and has held it in 10 quarters since. The position peaked at $364K in Q4 2021. 315 funds tracked by Wall St. Rank hold IBDR as of Q1 2024.

Strategic Wealth Partners Group held 759 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $18.1K as of Q1 2024.
Strategic Wealth Partners Group left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2024.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #70 holding.
Strategic Wealth Partners Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and has held it in 10 quarters since.
Strategic Wealth Partners Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $364K in Q4 2021.
315 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.