TPI
IBDR icon

Trust Point Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Trust Point Inc’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 		$520K Buy
21,443
+11,911
+125% +$288K 0.04% 215
2026
Q1 		$231K Buy
+9,532
New +$231K 0.02% 468

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Trust Point Inc's IBDR Position: Q2 2026 in Review

Trust Point Inc increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 125% in Q2 2026, buying an estimated $288K and bringing the position to 21,443 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #215.

Trust Point Inc first reported a position in IBDR in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Trust Point Inc held 21,443 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $520K as of Q2 2026.
  • Trust Point Inc bought 11,911 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $288K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #215 holding.
  • Trust Point Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.