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Armstrong Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Armstrong Advisory Group’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 		$40.5K Hold
1,670
– – ﹤0.01% 468
2026
Q1 		$40.5K Hold
1,670
– – ﹤0.01% 441
2025
Q4 		$40.5K Hold
1,670
– – ﹤0.01% 431
2025
Q3 		$40.6K Hold
1,670
– – ﹤0.01% 430
2025
Q2 		$40.5K Sell
1,670
-2,444
-59% -$59K ﹤0.01% 418
2025
Q1 		$99K Hold
4,114
– – 0.01% 274
2024
Q4 		$99K Buy
4,114
+9
+0.2% +$217 0.01% 274
2024
Q3 		$99.8K Hold
4,105
– – 0.01% 272
2024
Q2 		$97.8K Hold
4,105
– – 0.01% 260
2024
Q1 		$98.1K Hold
4,105
– – 0.01% 252
2023
Q4 		$98.1K Hold
4,105
– – 0.01% 252
2023
Q3 		$95.8K Hold
4,105
– – 0.01% 244
2023
Q2 		$96.3K Hold
4,105
– – 0.01% 241
2023
Q1 		$97.4K Hold
4,105
– – 0.01% 242
2022
Q4 		$95.9K Buy
+4,105
New +$95.3K 0.01% 240

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Armstrong Advisory Group's IBDR Position: Q2 2026 in Review

Armstrong Advisory Group held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 1,670 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Armstrong Advisory Group first reported a position in IBDR in Q4 2022 and has held it in 15 quarters since. The position peaked at $99.8K in Q3 2024. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Armstrong Advisory Group held 1,670 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $40.5K as of Q2 2026.
  • Armstrong Advisory Group left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #468 holding.
  • Armstrong Advisory Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $99.8K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.