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

Tompkins Financial’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 Q2	$100K	Buy	+4,126	New	+$99.9K	0.01%	271

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

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Tompkins Financial's IBDR Position: Q2 2026 in Review

Tompkins Financial opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 4,126 shares worth $100K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Tompkins Financial held 4,126 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $100K as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Tompkins Financial position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #271 holding.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.