Ashton Thomas Private Wealth’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ashton Thomas Private Wealth’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	$25.1K	Sell	1,034 -1,105	-52%	-$26.8K	﹤0.01%	1426
2026 Q1	$51.8K	Buy	+2,139	New	+$51.8K	﹤0.01%	1264
2024 Q3	–	Sell	-4,340	Closed	-$103K	–	1178
2024 Q2	$103K	Buy	+4,340	New	+$103K	0.01%	743
2019 Q2	–	Sell	-8,499	Closed	-$206K	–	193
2019 Q1	$206K	Buy	+8,499	New	+$201K	0.08%	184

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

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

Ashton Thomas Private Wealth's IBDR Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 52% in Q2 2026, selling an estimated $26.8K and leaving 1,034 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Ashton Thomas Private Wealth first reported a position in IBDR in Q1 2019 and has held it in 4 quarters since. The position peaked at $206K in Q1 2019. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Ashton Thomas Private Wealth held 1,034 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $25.1K as of Q2 2026.
Ashton Thomas Private Wealth sold 1,105 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $26.8K.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1426 holding.
Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 4 quarters since.
Ashton Thomas Private Wealth's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $206K in Q1 2019.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.