Wells Fargo
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Wells Fargo’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wells Fargo’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 		$24.8M Sell
1,023,954
-191,959
-16% -$4.65M ﹤0.01% 1372
2025
Q4 		$29.5M Sell
1,215,913
-39,159
-3% -$949K 0.01% 1238
2025
Q3 		$30.5M Sell
1,255,072
-56,152
-4% -$1.36M 0.01% 1202
2025
Q2 		$31.8M Sell
1,311,224
-23,535
-2% -$569K 0.01% 1102
2025
Q1 		$32.3M Sell
1,334,759
-1,564,994
-54% -$37.8M 0.01% 1026
2024
Q4 		$69.8M Sell
2,899,753
-117,564
-4% -$2.83M 0.02% 664
2024
Q3 		$73.3M Buy
3,017,317
+58,327
+2% +$1.4M 0.02% 645
2024
Q2 		$70.5M Buy
2,958,990
+1,611,798
+120% +$38.3M 0.02% 623
2024
Q1 		$32.1M Buy
1,347,192
+211,877
+19% +$5.05M 0.01% 958
2023
Q4 		$27.1M Buy
1,135,315
+140,124
+14% +$3.29M 0.01% 1003
2023
Q3 		$23.2M Buy
995,191
+293,289
+42% +$6.87M 0.01% 999
2023
Q2 		$16.5M Sell
701,902
-163,047
-19% -$3.85M ﹤0.01% 1263
2023
Q1 		$20.5M Buy
864,949
+193,049
+29% +$4.54M 0.01% 1122
2022
Q4 		$15.7M Buy
671,900
+26,817
+4% +$623K ﹤0.01% 1258
2022
Q3 		$14.9M Buy
645,083
+160,744
+33% +$3.83M ﹤0.01% 1256
2022
Q2 		$11.5M Sell
484,339
-185,532
-28% -$4.46M ﹤0.01% 1479
2022
Q1 		$16.5M Sell
669,871
-87,809
-12% -$2.22M ﹤0.01% 1447
2021
Q4 		$19.8M Sell
757,680
-315,087
-29% -$8.25M ﹤0.01% 1352
2021
Q3 		$28.4M Sell
1,072,767
-241,558
-18% -$6.43M 0.01% 1408
2021
Q2 		$35M Buy
1,314,325
+411,274
+46% +$10.9M 0.01% 1302
2021
Q1 		$23.8M Buy
903,051
+172,462
+24% +$4.61M 0.01% 1535
2020
Q4 		$19.8M Buy
730,589
+29,655
+4% +$798K ﹤0.01% 1556
2020
Q3 		$18.8M Sell
700,934
-64,212
-8% -$1.73M 0.01% 1452
2020
Q2 		$20.4M Buy
765,146
+79,424
+12% +$2.05M 0.01% 1365
2020
Q1 		$16.8M Buy
685,722
+217,980
+47% +$5.54M 0.01% 1339
2019
Q4 		$12M Buy
467,742
+25,944
+6% +$660K ﹤0.01% 1836
2019
Q3 		$11.3M Buy
441,798
+51,853
+13% +$1.31M ﹤0.01% 1859
2019
Q2 		$9.77M Buy
389,945
+10,293
+3% +$251K ﹤0.01% 1984
2019
Q1 		$9.2M Buy
379,652
+71,149
+23% +$1.68M ﹤0.01% 2007
2018
Q4 		$7.11M Buy
308,503
+153,780
+99% +$3.53M ﹤0.01% 2122
2018
Q3 		$3.6M Buy
154,723
+15,225
+11% +$356K ﹤0.01% 2927
2018
Q2 		$3.25M Buy
139,498
+28,598
+26% +$667K ﹤0.01% 3057
2018
Q1 		$2.63M Buy
110,900
+7,656
+7% +$183K ﹤0.01% 3159
2017
Q4 		$2.53M Buy
103,244
+67,936
+192% +$1.67M ﹤0.01% 3182
2017
Q3 		$870K Buy
35,308
+27,741
+367% +$683K ﹤0.01% 3945
2017
Q2 		$185K Buy
7,567
+4,567
+152% +$111K ﹤0.01% 4835
2017
Q1 		$72K Buy
3,000
+1,000
+50% +$24K ﹤0.01% 5325
2016
Q4 		$48K Buy
+2,000
New +$48.7K ﹤0.01% 5380

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

Wells Fargo's IBDR Position: Q1 2026 in Review

Wells Fargo reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 16% in Q1 2026, selling an estimated $4.65M and leaving 1,023,954 shares worth $24.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Wells Fargo first reported a position in IBDR in Q4 2016 and has held it in 38 quarters since. The position peaked at $73.3M in Q3 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Wells Fargo held 1,023,954 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $24.8M as of Q1 2026.
  • Wells Fargo sold 191,959 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $4.65M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1372 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2016 and has held it in 38 quarters since.
  • Wells Fargo's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $73.3M in Q3 2024.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.