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

Strid 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	$14.7M	Buy	605,901 +16,380	+3%	+$397K	1.82%	9
2025 Q4	$14.3M	Buy	589,521 +15,035	+3%	+$364K	1.78%	7
2025 Q3	$14M	Buy	574,486 +3,634	+0.6%	+$88K	1.77%	9
2025 Q2	$13.8M	Buy	570,852 +65,036	+13%	+$1.57M	1.95%	8
2025 Q1	$12.2M	Buy	505,816 +57,558	+13%	+$1.39M	1.9%	8
2024 Q4	$10.8M	Buy	448,258 +77,718	+21%	+$1.87M	1.68%	9
2024 Q3	$9M	Buy	370,540 +20,461	+6%	+$493K	1.37%	10
2024 Q2	$8.34M	Buy	350,079 +68,300	+24%	+$1.62M	1.38%	11
2024 Q1	$6.72M	Buy	281,779 +145,421	+107%	+$3.47M	1.21%	11
2023 Q4	$3.26M	Buy	136,358 +35,628	+35%	+$837K	0.66%	17
2023 Q3	$2.35M	Buy	100,730 +10,663	+12%	+$250K	0.49%	19
2023 Q2	$2.11M	Buy	90,067 +21,987	+32%	+$519K	0.43%	20
2023 Q1	$1.62M	Buy	+68,080	New	+$1.6M	0.36%	21
2022 Q4	–	Hold	0	–	–	–	23
2022 Q3	–	Hold	0	–	–	–	18
2022 Q2	–	Hold	0	–	–	–	20
2022 Q1	–	Hold	0	–	–	–	38
2021 Q4	–	Hold	0	–	–	–	36
2021 Q3	–	Hold	0	–	–	–	38

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

Strid Group's IBDR Position: Q1 2026 in Review

Strid Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.8% in Q1 2026, buying an estimated $397K and bringing the position to 605,901 shares worth $14.7M. The position accounts for 1.82% of the portfolio, ranked #9.

Strid Group first reported a position in IBDR in Q1 2023 and has held it in 13 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Strid Group held 605,901 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $14.7M as of Q1 2026.
Strid Group bought 16,380 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $397K.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.82% of Strid Group's portfolio in Q1 2026, its #9 holding.
Strid Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Strid Group's 13F filing for Q1 2026, filed 29 Apr 2026.