Truist Financial
IBDR icon

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

Truist 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 		$20.9M Sell
862,303
-4,435
-0.5% -$107K 0.03% 431
2026
Q1 		$21M Buy
866,738
+35,782
+4% +$867K 0.03% 401
2025
Q4 		$20.1M Buy
830,956
+6,119
+0.7% +$148K 0.03% 408
2025
Q3 		$20M Sell
824,837
-32,949
-4% -$798K 0.03% 408
2025
Q2 		$20.8M Sell
857,786
-23,735
-3% -$573K 0.03% 392
2025
Q1 		$21.3M Sell
881,521
-25,338
-3% -$611K 0.03% 368
2024
Q4 		$21.8M Sell
906,859
-69,491
-7% -$1.68M 0.03% 371
2024
Q3 		$23.7M Sell
976,350
-4,460
-0.5% -$107K 0.04% 362
2024
Q2 		$23.4M Sell
980,810
-3,716
-0.4% -$88.2K 0.04% 367
2024
Q1 		$23.5M Buy
984,526
+126,225
+15% +$3.01M 0.04% 376
2023
Q4 		$20.5M Buy
858,301
+52,933
+7% +$1.24M 0.03% 395
2023
Q3 		$18.8M Buy
805,368
+29,867
+4% +$699K 0.03% 397
2023
Q2 		$18.2M Buy
775,501
+46,731
+6% +$1.1M 0.03% 412
2023
Q1 		$17.3M Buy
728,770
+18,846
+3% +$444K 0.03% 419
2022
Q4 		$16.6M Sell
709,924
-2,342
-0.3% -$54.4K 0.03% 418
2022
Q3 		$16.5M Sell
712,266
-57,443
-7% -$1.37M 0.03% 406
2022
Q2 		$18.3M Sell
769,709
-169,209
-18% -$4.07M 0.03% 391
2022
Q1 		$23.1M Buy
938,918
+15,605
+2% +$395K 0.04% 384
2021
Q4 		$24.1M Buy
923,313
+45,900
+5% +$1.2M 0.04% 377
2021
Q3 		$23.3M Sell
877,413
-72,537
-8% -$1.93M 0.04% 373
2021
Q2 		$25.3M Buy
949,950
+65,229
+7% +$1.73M 0.04% 375
2021
Q1 		$23.3M Buy
884,721
+61,642
+7% +$1.65M 0.04% 373
2020
Q4 		$22.3M Buy
823,079
+64,284
+8% +$1.73M 0.04% 359
2020
Q3 		$20.4M Buy
758,795
+15,800
+2% +$424K 0.04% 347
2020
Q2 		$19.8M Buy
742,995
+11,488
+2% +$297K 0.04% 354
2020
Q1 		$18M Buy
731,507
+49,110
+7% +$1.25M 0.05% 367
2019
Q4 		$17.4M Buy
+682,397
New +$17.4M 0.04% 447

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Truist Financial's IBDR Position: Q2 2026 in Review

Truist Financial reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.51% in Q2 2026, selling an estimated $107K and leaving 862,303 shares worth $20.9M. The position accounts for 0.03% of the portfolio, ranked #431.

Truist Financial first reported a position in IBDR in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.3M in Q2 2021. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Truist Financial held 862,303 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $20.9M as of Q2 2026.
  • Truist Financial sold 4,435 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $107K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #431 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $25.3M in Q2 2021.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.