Advisor Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Advisor 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
2019 Q4	$176K	Sell	6,887 -2,391	-26%	-$60.8K	﹤0.01%	2497
2019 Q3	$236K	Sell	9,278 -8,101	-47%	-$205K	﹤0.01%	2195
2019 Q2	$437K	Sell	17,379 -3,421	-16%	-$83.5K	﹤0.01%	1707
2019 Q1	$504K	Buy	20,800 +4,061	+24%	+$96K	﹤0.01%	1584
2018 Q4	$385K	Buy	16,739 +15,848	+1,779%	+$364K	﹤0.01%	1593
2018 Q3	$21K	Buy	891 +361	+68%	+$8.44K	﹤0.01%	3864
2018 Q2	$12K	Hold	530	–	–	﹤0.01%	3992
2018 Q1	$13K	Hold	530	–	–	﹤0.01%	3919
2017 Q4	$13K	Hold	530	–	–	﹤0.01%	3945
2017 Q3	$13K	Buy	+530	New	+$13K	﹤0.01%	3818

Other funds holding IBDR

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's IBDR Position: Q4 2019 in Review

Advisor Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 26% in Q4 2019, selling an estimated $60.8K and leaving 6,887 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Advisor Group first reported a position in IBDR in Q3 2017 and has held it in 10 quarters since. The position peaked at $504K in Q1 2019. 79 funds tracked by Wall St. Rank hold IBDR as of Q4 2019.

Advisor Group held 6,887 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $176K as of Q4 2019.
Advisor Group sold 2,391 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2019, an estimated $60.8K.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2497 holding.
Advisor Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2017 and has held it in 10 quarters since.
Advisor Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $504K in Q1 2019.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.