Aprio Wealth Management
IBDR icon

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

Aprio Wealth Management’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
Q3 		$320K Buy
13,205
+3,680
+39% +$89.1K 0.01% 506
2026
Q2 		$231K Sell
9,525
-20,013
-68% -$485K 0.01% 582
2026
Q1 		$716K Buy
+29,538
New +$716K 0.04% 260

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Aprio Wealth Management's IBDR Position: Q3 2026 in Review

Aprio Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 39% in Q3 2026, buying an estimated $89.1K and bringing the position to 13,205 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #506.

Aprio Wealth Management first reported a position in IBDR in Q1 2026 and has held it in 3 quarters since. The position peaked at $716K in Q1 2026. 297 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Aprio Wealth Management held 13,205 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $320K as of Q3 2026.
  • Aprio Wealth Management bought 3,680 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $89.1K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #506 holding.
  • Aprio Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • Aprio Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $716K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.