TW
IBDR icon

Transform Wealth’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Transform Wealth’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
2024
Q2 		– Sell
-9,970
Closed -$238K – 221
2024
Q1 		$238K Buy
+9,970
New +$238K 0.02% 200

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Transform Wealth's IBDR Position: Q2 2024 in Review

Transform Wealth sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2024, closing a stake of 9,970 shares — an estimated $238K sold.

Transform Wealth first reported a position in IBDR in Q1 2024 and held it in 1 quarter. The position peaked at $238K in Q1 2024. 325 funds tracked by Wall St. Rank hold IBDR as of Q2 2024.

  • Transform Wealth reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Transform Wealth sold 9,970 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2024, an estimated $238K.
  • Transform Wealth first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and held it in 1 quarter.
  • Transform Wealth's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $238K in Q1 2024.
  • 325 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2024.

Based on Transform Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.