Wealthspire Advisors (New York)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wealthspire Advisors (New York)’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	$347K	Hold	14,305	–	–	﹤0.01%	942
2026 Q1	$347K	Hold	14,305	–	–	﹤0.01%	683
2025 Q4	$347K	Hold	14,305	–	–	﹤0.01%	744
2025 Q3	$348K	Hold	14,305	–	–	﹤0.01%	625
2025 Q2	$347K	Hold	14,305	–	–	﹤0.01%	624
2025 Q1	$346K	Hold	14,305	–	–	﹤0.01%	608
2024 Q4	$344K	Buy	14,305 +4,154	+41%	+$100K	﹤0.01%	616
2024 Q3	$247K	Hold	10,151	–	–	﹤0.01%	666
2024 Q2	$242K	Hold	10,151	–	–	﹤0.01%	581
2024 Q1	$242K	Buy	+10,151	New	+$242K	﹤0.01%	556

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

Wealthspire Advisors (New York)'s IBDR Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 14,305 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Wealthspire Advisors (New York) first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. The position peaked at $348K in Q3 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Wealthspire Advisors (New York) held 14,305 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $347K as of Q2 2026.
Wealthspire Advisors (New York) left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #942 holding.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $348K in Q3 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.