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 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%	+$8.81K	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

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

Avidian Wealth Enterprises's IBDR Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 13% in Q2 2026, buying an estimated $45.7K and bringing the position to 16,245 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #531.

Avidian Wealth Enterprises first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q1 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Avidian Wealth Enterprises held 16,245 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $394K as of Q2 2026.
Avidian Wealth Enterprises bought 1,889 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $45.7K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #531 holding.
Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Avidian Wealth Enterprises's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $424K in Q1 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.