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

Arcadia Investment 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 Q1	$36.4K	Hold	1,500	–	–	0.01%	181
2025 Q4	$36.3K	Sell	1,500 -3,000	-67%	-$72.7K	0.01%	188
2025 Q3	$109K	Hold	4,500	–	–	0.02%	149
2025 Q2	$109K	Sell	4,500 -3,000	-40%	-$72.5K	0.02%	145
2025 Q1	$182K	Hold	7,500	–	–	0.03%	122
2024 Q4	$181K	Hold	7,500	–	–	0.03%	123
2024 Q3	$182K	Hold	7,500	–	–	0.03%	129
2024 Q2	$179K	Hold	7,500	–	–	0.03%	126
2024 Q1	$179K	Hold	7,500	–	–	0.03%	128
2023 Q4	$179K	Sell	7,500 -1,475	-16%	-$34.6K	0.03%	132
2023 Q3	$209K	Sell	8,975 -12,000	-57%	-$281K	0.04%	122
2023 Q2	$492K	Hold	20,975	–	–	0.1%	85
2023 Q1	$498K	Hold	20,975	–	–	0.11%	84
2022 Q4	$490K	Hold	20,975	–	–	0.11%	89
2022 Q3	$485K	Sell	20,975 -5,500	-21%	-$131K	0.12%	95
2022 Q2	$630K	Hold	26,475	–	–	0.14%	85
2022 Q1	$653K	Hold	26,475	–	–	0.12%	93
2021 Q4	$690K	Buy	26,475 +250	+1%	+$6.54K	0.12%	99
2021 Q3	$695K	Buy	26,225 +2,000	+8%	+$53.3K	0.13%	100
2021 Q2	$645K	Buy	+24,225	New	+$643K	0.12%	98

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Arcadia Investment Management's IBDR Position: Q1 2026 in Review

Arcadia Investment Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 1,500 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #181.

Arcadia Investment Management first reported a position in IBDR in Q2 2021 and has held it in 20 quarters since. The position peaked at $695K in Q3 2021. 440 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Arcadia Investment Management held 1,500 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $36.4K as of Q1 2026.
Arcadia Investment Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #181 holding.
Arcadia Investment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2021 and has held it in 20 quarters since.
Arcadia Investment Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $695K in Q3 2021.
440 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.