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Archford Capital Strategies’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Archford Capital Strategies’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 		$1.32M Sell
54,406
-2,874
-5% -$69.6K 0.13% 138
2026
Q1 		$1.39M Sell
57,280
-1,112
-2% -$26.9K 0.16% 137
2025
Q4 		$1.41M Buy
58,392
+517
+0.9% +$12.5K 0.16% 125
2025
Q3 		$1.41M Buy
57,875
+1,481
+3% +$35.9K 0.17% 126
2025
Q2 		$1.37M Sell
56,394
-2,380
-4% -$57.5K 0.17% 120
2025
Q1 		$1.42M Buy
58,774
+1,746
+3% +$42.1K 0.21% 119
2024
Q4 		$1.37M Sell
57,028
-2,710
-5% -$65.3K 0.21% 113
2024
Q3 		$1.44M Sell
59,738
-1,374
-2% -$33.1K 0.22% 106
2024
Q2 		$1.46M Buy
61,112
+1,722
+3% +$40.9K 0.24% 100
2024
Q1 		$1.42M Sell
59,390
-651
-1% -$15.5K 0.24% 106
2023
Q4 		$1.43M Sell
60,041
-16,399
-21% -$385K 0.26% 98
2023
Q3 		$1.78M Buy
76,440
+7,986
+12% +$187K 0.36% 68
2023
Q2 		$1.61M Buy
68,454
+10,148
+17% +$240K 0.31% 77
2023
Q1 		$1.39M Buy
58,306
+9,445
+19% +$222K 0.29% 82
2022
Q4 		$1.14M Sell
48,861
-33,185
-40% -$770K 0.26% 95
2022
Q3 		$1.9M Sell
82,046
-773
-0.9% -$18.4K 0.49% 47
2022
Q2 		$1.97M Buy
82,819
+1,146
+1% +$27.5K 0.5% 49
2022
Q1 		$1.99M Buy
81,673
+7,560
+10% +$191K 0.44% 53
2021
Q4 		$1.93M Buy
74,113
+757
+1% +$19.8K 0.44% 52
2021
Q3 		$1.94M Buy
73,356
+5,198
+8% +$138K 0.46% 51
2021
Q2 		$1.81M Buy
68,158
+3,825
+6% +$102K 0.45% 54
2021
Q1 		$1.71M Buy
64,333
+8,357
+15% +$223K 0.45% 52
2020
Q4 		$1.51M Sell
55,976
-378
-0.7% -$10.2K 0.35% 90
2020
Q3 		$1.51M Buy
56,354
+6,833
+14% +$184K 0.4% 74
2020
Q2 		$1.32M Buy
49,521
+20,243
+69% +$523K 0.39% 79
2020
Q1 		$719K Buy
29,278
+4,920
+20% +$125K 0.28% 117
2019
Q4 		$623K Buy
24,358
+13,711
+129% +$349K 0.21% 136
2019
Q3 		$271K Buy
10,647
+673
+7% +$17K 0.1% 191
2019
Q2 		$250K Buy
9,974
+1,455
+17% +$35.5K 0.09% 194
2019
Q1 		$207K Sell
8,519
-1,551
-15% -$36.7K 0.08% 209
2018
Q4 		$232K Buy
10,070
+1,801
+22% +$41.4K 0.09% 197
2018
Q3 		$193K Buy
8,269
+1,848
+29% +$43.2K 0.07% 207
2018
Q2 		$150K Buy
6,421
+466
+8% +$10.9K 0.05% 224
2018
Q1 		$146K Buy
+5,955
New +$142K 0.06% 136
2017
Q2 		– Sell
-1,034
Closed -$25K – 380
2017
Q1 		$25K Buy
+1,034
New +$24.8K 0.01% 341

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

Archford Capital Strategies's IBDR Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 5% in Q2 2026, selling an estimated $69.6K and leaving 54,406 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #138.

Archford Capital Strategies first reported a position in IBDR in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.99M in Q1 2022. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Archford Capital Strategies held 54,406 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.32M as of Q2 2026.
  • Archford Capital Strategies sold 2,874 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $69.6K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.13% of Archford Capital Strategies's portfolio in Q2 2026, its #138 holding.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2017 and has held it in 35 quarters since.
  • Archford Capital Strategies's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.99M in Q1 2022.
  • 424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.