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Arcadia Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Arcadia Investment Advisors’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 		$9.58M Sell
395,176
-14,302
-3% -$346K 3.98% 11
2026
Q2 		$9.92M Buy
409,478
+14,159
+4% +$343K 4.18% 9
2026
Q1 		$9.58M Buy
395,319
+19,746
+5% +$478K 4.52% 8
2025
Q4 		$9.1M Buy
375,573
+41,702
+12% +$1.01M 4.23% 10
2025
Q3 		$8.11M Buy
333,871
+3,512
+1% +$85K 3.94% 10
2025
Q2 		$8.01M Sell
330,359
-2,847
-0.9% -$68.8K 4.15% 11
2025
Q1 		$8.07M Buy
333,206
+9,731
+3% +$235K 4.51% 9
2024
Q4 		$7.79M Buy
323,475
+25,475
+9% +$614K 4.24% 12
2024
Q3 		$7.24M Buy
298,000
+6,199
+2% +$149K 3.88% 13
2024
Q2 		$6.95M Buy
291,801
+2,136
+0.7% +$50.7K 3.95% 12
2024
Q1 		$6.91M Buy
289,665
+8,056
+3% +$192K 3.94% 13
2023
Q4 		$6.73M Buy
281,609
+10,636
+4% +$250K 4.06% 10
2023
Q3 		$6.32M Buy
270,973
+19,887
+8% +$466K 4.19% 9
2023
Q2 		$5.89M Sell
251,086
-3,483
-1% -$82.3K 3.86% 9
2023
Q1 		$6.04M Buy
254,569
+558
+0.2% +$13.1K 4.15% 8
2022
Q4 		$5.93M Buy
254,011
+16,784
+7% +$390K 4.14% 9
2022
Q3 		$5.48M Sell
237,227
-6,001
-2% -$143K 4.14% 10
2022
Q2 		$5.79M Sell
243,228
-7,502
-3% -$180K 4.25% 9
2022
Q1 		$6.18M Buy
250,730
+33,562
+15% +$849K 3.76% 10
2021
Q4 		$5.66M Buy
217,168
+32,871
+18% +$860K 2.89% 13
2021
Q3 		$4.88M Buy
184,297
+141,727
+333% +$3.77M 2.63% 14
2021
Q2 		$1.13M Buy
42,570
+12,238
+40% +$325K 0.6% 26
2021
Q1 		$800K Buy
30,332
+25,174
+488% +$673K 0.44% 26
2020
Q4 		$140K Hold
5,158
– – 0.08% 39
2020
Q3 		$138K Buy
+5,158
New +$139K 0.09% 38

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Arcadia Investment Advisors's IBDR Position: Q3 2026 in Review

Arcadia Investment Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.5% in Q3 2026, selling an estimated $346K and leaving 395,176 shares worth $9.58M. The position accounts for 3.98% of the portfolio, ranked #11.

Arcadia Investment Advisors first reported a position in IBDR in Q3 2020 and has held it in 25 quarters since. The position peaked at $9.92M in Q2 2026. 50 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Arcadia Investment Advisors held 395,176 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $9.58M as of Q3 2026.
  • Arcadia Investment Advisors sold 14,302 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $346K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 3.98% of Arcadia Investment Advisors's portfolio in Q3 2026, its #11 holding.
  • Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2020 and has held it in 25 quarters since.
  • Arcadia Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $9.92M in Q2 2026.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.