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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Arcadia Investment Advisors's IBDR Position: Q2 2026 in Review

Arcadia Investment Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.6% in Q2 2026, buying an estimated $343K and bringing the position to 409,478 shares worth $9.92M. The position accounts for 4.18% of the portfolio, ranked #9.

Arcadia Investment Advisors first reported a position in IBDR in Q3 2020 and has held it in 24 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Arcadia Investment Advisors held 409,478 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $9.92M as of Q2 2026.
  • Arcadia Investment Advisors bought 14,159 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $343K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 4.18% of Arcadia Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2020 and has held it in 24 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.