ADG Wealth Management Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

ADG Wealth Management Group’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	$962K	Sell	39,711 -31	-0.1%	-$751	0.61%	19
2026 Q1	$963K	Buy	39,742 +6,415	+19%	+$155K	0.67%	19
2025 Q4	$808K	Buy	33,327 +2,683	+9%	+$65K	0.61%	19
2025 Q3	$745K	Buy	30,644 +89	+0.3%	+$2.15K	0.59%	19
2025 Q2	$741K	Buy	30,555 +20,088	+192%	+$485K	0.63%	19
2025 Q1	$253K	Buy	+10,467	New	+$253K	0.24%	22

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

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 $1.89T 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

ADG Wealth Management Group's IBDR Position: Q2 2026 in Review

ADG Wealth Management Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.08% in Q2 2026, selling an estimated $751 and leaving 39,711 shares worth $962K. The position accounts for 0.61% of the portfolio, ranked #19.

ADG Wealth Management Group first reported a position in IBDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $963K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

ADG Wealth Management Group held 39,711 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $962K as of Q2 2026.
ADG Wealth Management Group sold 31 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $751.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.61% of ADG Wealth Management Group's portfolio in Q2 2026, its #19 holding.
ADG Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
ADG Wealth Management Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $963K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.