Tower Research Capital (TRC)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Tower Research Capital (TRC)’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	$190K	Buy	7,829 +5,562	+245%	+$135K	﹤0.01%	1664
2025 Q4	$54.9K	Sell	2,267 -13,485	-86%	-$327K	﹤0.01%	2350
2025 Q3	$383K	Buy	+15,752	New	+$381K	0.01%	1029
2017 Q2	–	Sell	-200	Closed	-$5K	–	3032
2017 Q1	$5K	Buy	+200	New	+$4.79K	﹤0.01%	2198

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 $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tower Research Capital (TRC)'s IBDR Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 245% in Q1 2026, buying an estimated $135K and bringing the position to 7,829 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Tower Research Capital (TRC) first reported a position in IBDR in Q1 2017 and has held it in 4 quarters since. The position peaked at $383K in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Tower Research Capital (TRC) held 7,829 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $190K as of Q1 2026.
Tower Research Capital (TRC) bought 5,562 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $135K.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1664 holding.
Tower Research Capital (TRC) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2017 and has held it in 4 quarters since.
Tower Research Capital (TRC)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $383K in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.