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

Walser Wealth 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 		$692K Buy
28,567
+4,573
+19% +$111K 0.29% 85
2026
Q1 		$582K Buy
+23,994
New +$581K 0.26% 73

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

Walser Wealth Management's IBDR Position: Q2 2026 in Review

Walser Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 19% in Q2 2026, buying an estimated $111K and bringing the position to 28,567 shares worth $692K. The position accounts for 0.29% of the portfolio, ranked #85.

Walser Wealth Management first reported a position in IBDR in Q1 2026 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Walser Wealth Management held 28,567 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $692K as of Q2 2026.
  • Walser Wealth Management bought 4,573 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $111K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.29% of Walser Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Walser Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.