Avidian Wealth Enterprises’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Avidian Wealth Enterprises’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 Q3	$212K	Sell	8,731 -7,514	-46%	-$182K	0.01%	709
2026 Q2	$394K	Buy	16,245 +1,889	+13%	+$45.7K	0.01%	531
2026 Q1	$348K	Sell	14,356 -1,053	-7%	-$25.5K	0.01%	520
2025 Q4	$373K	Sell	15,409 -326	-2%	-$7.9K	0.01%	432
2025 Q3	$382K	Buy	15,735 +364	+2%	+$8.82K	0.01%	422
2025 Q2	$373K	Sell	15,371 -2,160	-12%	-$52.2K	0.02%	398
2025 Q1	$424K	Buy	17,531 +7,096	+68%	+$171K	0.02%	341
2024 Q4	$251K	Buy	+10,435	New	+$252K	0.01%	436

Other funds holding IBDR

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Avidian Wealth Enterprises's IBDR Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 46% in Q3 2026, selling an estimated $182K and leaving 8,731 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #709.

Avidian Wealth Enterprises first reported a position in IBDR in Q4 2024 and has held it in 8 quarters since. The position peaked at $424K in Q1 2025. 156 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Avidian Wealth Enterprises held 8,731 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $212K as of Q3 2026.
Avidian Wealth Enterprises sold 7,514 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $182K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #709 holding.
Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
Avidian Wealth Enterprises's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $424K in Q1 2025.
156 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.