Sunbelt Securities’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sunbelt Securities’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	$331K	Hold	13,642	–	–	0.02%	508
2025 Q4	$331K	Hold	13,642	–	–	0.02%	508
2025 Q3	$332K	Buy	13,642 +500	+4%	+$12.1K	0.02%	493
2025 Q2	$316K	Sell	13,142 -500	-4%	-$12.1K	0.03%	471
2025 Q1	$330K	Buy	13,642 +500	+4%	+$12.1K	0.03%	429
2024 Q4	$316K	Hold	13,142	–	–	0.03%	472
2024 Q3	$319K	Hold	13,142	–	–	0.03%	464
2024 Q2	$313K	Hold	13,142	–	–	0.03%	448
2024 Q1	$313K	Hold	13,142	–	–	0.04%	427
2023 Q4	$314K	Hold	13,142	–	–	0.04%	401
2023 Q3	$307K	Sell	13,142 -380	-3%	-$8.9K	0.04%	402
2023 Q2	$317K	Sell	13,522 -497	-4%	-$11.7K	0.05%	379
2023 Q1	$331K	Buy	14,019 +1,677	+14%	+$39.5K	0.05%	330
2022 Q4	$288K	Buy	+12,342	New	+$287K	0.06%	359

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sunbelt Securities's IBDR Position: Q1 2026 in Review

Sunbelt Securities held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 13,642 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #508.

Sunbelt Securities first reported a position in IBDR in Q4 2022 and has held it in 14 quarters since. The position peaked at $332K in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Sunbelt Securities held 13,642 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $331K as of Q1 2026.
Sunbelt Securities left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #508 holding.
Sunbelt Securities first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
Sunbelt Securities's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $332K in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.