TownSquare Capital’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

TownSquare Capital’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
2025 Q2	–	Sell	-11,865	Closed	-$287K	–	1065
2025 Q1	$287K	Buy	+11,865	New	+$286K	﹤0.01%	1371
2024 Q3	–	Sell	-12,462	Closed	-$297K	–	1512
2024 Q2	$297K	Buy	+12,462	New	+$296K	﹤0.01%	1065

Other funds holding IBDR

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

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

HPC

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

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

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

TownSquare Capital's IBDR Position: Q2 2025 in Review

TownSquare Capital sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2025, closing a stake of 11,865 shares — an estimated $287K sold.

TownSquare Capital first reported a position in IBDR in Q2 2024 and held it in 2 quarters. The position peaked at $297K in Q2 2024. 409 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

TownSquare Capital reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 11,865 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2025, an estimated $287K.
TownSquare Capital first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
TownSquare Capital's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $297K in Q2 2024.
409 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.