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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

ADG Wealth Management Group's IBDR Position: Q1 2026 in Review

ADG Wealth Management Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 19% in Q1 2026, buying an estimated $155K and bringing the position to 39,742 shares worth $963K. The position accounts for 0.67% of the portfolio, ranked #19.

ADG Wealth Management Group first reported a position in IBDR in Q1 2025 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

ADG Wealth Management Group held 39,742 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $963K as of Q1 2026.
ADG Wealth Management Group bought 6,415 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $155K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.67% of ADG Wealth Management Group's portfolio in Q1 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 5 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.