Twin Cities Retirement Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Twin Cities Retirement Group’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	–	Sell	-35,872	Closed	-$870K	–	23
2026 Q1	$870K	Buy	35,872 +169	+0.5%	+$4.09K	0.8%	19
2025 Q4	$865K	Buy	+35,703	New	+$866K	0.83%	19

Other funds holding IBDR

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

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

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

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

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

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

Twin Cities Retirement Group's IBDR Position: Q2 2026 in Review

Twin Cities Retirement Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 35,872 shares — an estimated $870K sold.

Twin Cities Retirement Group first reported a position in IBDR in Q4 2025 and held it in 2 quarters. The position peaked at $870K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Twin Cities Retirement Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Twin Cities Retirement Group sold 35,872 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $870K.
Twin Cities Retirement Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and held it in 2 quarters.
Twin Cities Retirement Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $870K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Twin Cities Retirement Group's 13F filing for Q2 2026, filed 8 Jul 2026.