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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBDR Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 14,305 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Wealthspire Advisors (New York) first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. The position peaked at $348K in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Wealthspire Advisors (New York) held 14,305 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $347K as of Q1 2026.
Wealthspire Advisors (New York) left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #683 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 9 quarters since.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $348K in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.