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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Avidian Wealth Enterprises's IBDR Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.8% in Q1 2026, selling an estimated $25.5K and leaving 14,356 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #520.

Avidian Wealth Enterprises first reported a position in IBDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $424K in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Avidian Wealth Enterprises held 14,356 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $348K as of Q1 2026.
Avidian Wealth Enterprises sold 1,053 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $25.5K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #520 holding.
Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Avidian Wealth Enterprises's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $424K in Q1 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.