Wilmington Savings Fund Society’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wilmington Savings Fund Society’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	$72.7K	Hold	3,000	–	–	﹤0.01%	812
2026 Q1	$72.7K	Hold	3,000	–	–	﹤0.01%	803
2025 Q4	$72.7K	Buy	+3,000	New	+$72.7K	﹤0.01%	806
2025 Q3	–	Sell	-6,700	Closed	-$162K	–	1686
2025 Q2	$162K	Hold	6,700	–	–	﹤0.01%	870
2025 Q1	$162K	Hold	6,700	–	–	﹤0.01%	854
2024 Q4	$161K	Buy	+6,700	New	+$162K	﹤0.01%	897

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

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

Wilmington Savings Fund Society's IBDR Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 3,000 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Wilmington Savings Fund Society first reported a position in IBDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $162K in Q2 2025. 425 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Wilmington Savings Fund Society held 3,000 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $72.7K as of Q2 2026.
Wilmington Savings Fund Society 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 Wilmington Savings Fund Society's portfolio in Q2 2026, its #812 holding.
Wilmington Savings Fund Society first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Wilmington Savings Fund Society's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $162K in Q2 2025.
425 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.