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Van Hulzen Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Van Hulzen Asset Management’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 		$396K Buy
16,346
+473
+3% +$11.5K 0.03% 277
2026
Q1 		$385K Buy
15,873
+6,505
+69% +$158K 0.03% 263
2025
Q4 		$227K Buy
+9,368
New +$227K 0.02% 305
2025
Q1 		– Sell
-500
Closed -$12K – 643
2024
Q4 		$12K Buy
+500
New +$12.1K ﹤0.01% 750

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

Van Hulzen Asset Management's IBDR Position: Q2 2026 in Review

Van Hulzen Asset Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3% in Q2 2026, buying an estimated $11.5K and bringing the position to 16,346 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #277.

Van Hulzen Asset Management first reported a position in IBDR in Q4 2024 and has held it in 4 quarters since. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Van Hulzen Asset Management held 16,346 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $396K as of Q2 2026.
  • Van Hulzen Asset Management bought 473 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $11.5K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #277 holding.
  • Van Hulzen Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 4 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.