WA
IBDR icon

Waverly Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Waverly Advisors’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 		$549K Buy
22,677
+2,700
+14% +$65.4K ﹤0.01% 1132
2026
Q1 		$484K Buy
+19,977
New +$484K ﹤0.01% 1105

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

Waverly Advisors's IBDR Position: Q2 2026 in Review

Waverly Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 14% in Q2 2026, buying an estimated $65.4K and bringing the position to 22,677 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Waverly Advisors first reported a position in IBDR in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Waverly Advisors held 22,677 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $549K as of Q2 2026.
  • Waverly Advisors bought 2,700 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $65.4K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1132 holding.
  • Waverly Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.