Wellington Shields & Co
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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
Q3 		– Sell
-13,779
Closed -$334K – 158
2026
Q2 		$334K Sell
13,779
-641
-4% -$15.5K 0.07% 201
2026
Q1 		$350K Hold
14,420
– – 0.09% 184
2025
Q4 		$349K Buy
+14,420
New +$350K 0.09% 176

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Wellington Shields & Co's IBDR Position: Q3 2026 in Review

Wellington Shields & Co sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026, closing a stake of 13,779 shares — an estimated $334K sold.

Wellington Shields & Co first reported a position in IBDR in Q4 2025 and held it in 3 quarters. The position peaked at $350K in Q1 2026. 340 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Wellington Shields & Co reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 13,779 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $334K.
  • Wellington Shields & Co first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and held it in 3 quarters.
  • Wellington Shields & Co's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $350K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Wellington Shields & Co's 13F filing for Q3 2026, filed 3 Nov 2026.