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Wellington Shields & Co’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wellington Shields & Co’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 		$350K Hold
14,420
– – 0.09% 184
2025
Q4 		$349K Buy
+14,420
New +$350K 0.09% 176

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wellington Shields & Co's IBDR Position: Q1 2026 in Review

Wellington Shields & Co held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 14,420 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #184.

Wellington Shields & Co first reported a position in IBDR in Q4 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Wellington Shields & Co held 14,420 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $350K as of Q1 2026.
  • Wellington Shields & Co left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of Wellington Shields & Co's portfolio in Q1 2026, its #184 holding.
  • Wellington Shields & Co first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.