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Thoroughbred Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Thoroughbred Financial Services’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 		$986K Buy
40,704
+67
+0.2% +$1.62K 0.06% 283
2025
Q4 		$984K Buy
40,637
+9,419
+30% +$228K 0.06% 281
2025
Q3 		$758K Buy
31,218
+102
+0.3% +$2.47K 0.05% 318
2025
Q2 		$754K Sell
31,116
-6,244
-17% -$151K 0.05% 312
2025
Q1 		$904K Buy
37,360
+2,497
+7% +$60.3K 0.06% 311
2024
Q4 		$839K Buy
34,863
+124
+0.4% +$2.99K 0.05% 305
2024
Q3 		$844K Buy
34,739
+2,623
+8% +$63.1K 0.05% 311
2024
Q2 		$765K Buy
32,116
+9,460
+42% +$225K 0.05% 309
2024
Q1 		$540K Buy
22,656
+157
+0.7% +$3.74K 0.05% 281
2023
Q4 		$537K Buy
22,499
+3,930
+21% +$92.3K 0.04% 342
2023
Q3 		$433K Buy
18,569
+628
+4% +$14.7K 0.04% 347
2023
Q2 		$421K Buy
17,941
+1,074
+6% +$25.4K 0.06% 272
2023
Q1 		$400K Buy
16,867
+2,038
+14% +$48K 0.06% 274
2022
Q4 		$346K Buy
14,829
+3,161
+27% +$73.4K 0.06% 286
2022
Q3 		$269K Buy
11,668
+3,243
+38% +$77.3K 0.05% 291
2022
Q2 		$200K Buy
8,425
+6
+0.1% +$144 0.04% 355
2022
Q1 		$207K Buy
8,419
+3
+0% +$76 0.03% 349
2021
Q4 		$219K Buy
8,416
+574
+7% +$15K 0.05% 312
2021
Q3 		$207K Buy
+7,842
New +$209K 0.05% 306
2020
Q4 		– Sell
-11,380
Closed -$305K – 239
2020
Q3 		$305K Buy
11,380
+6
+0.1% +$161 0.11% 171
2020
Q2 		$303K Buy
11,374
+7
+0.1% +$181 0.13% 169
2020
Q1 		$279K Buy
11,367
+446
+4% +$11.3K 0.1% 185
2019
Q4 		$279K Buy
+10,921
New +$278K 0.09% 204

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Thoroughbred Financial Services's IBDR Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.16% in Q1 2026, buying an estimated $1.62K and bringing the position to 40,704 shares worth $986K. The position accounts for 0.06% of the portfolio, ranked #283.

Thoroughbred Financial Services first reported a position in IBDR in Q4 2019 and has held it in 23 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Thoroughbred Financial Services held 40,704 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $986K as of Q1 2026.
  • Thoroughbred Financial Services bought 67 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.62K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of Thoroughbred Financial Services's portfolio in Q1 2026, its #283 holding.
  • Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and has held it in 23 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.