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

Avion 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
2025
Q3 		– Sell
-193
Closed -$4K – 1363
2025
Q2 		$4K Buy
+193
New +$4.66K ﹤0.01% 669

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avion Wealth's IBDR Position: Q3 2025 in Review

Avion Wealth sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 193 shares — an estimated $4K sold.

Avion Wealth first reported a position in IBDR in Q2 2025 and held it in 1 quarter. The position peaked at $4K in Q2 2025. 404 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

  • Avion Wealth reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 193 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $4K.
  • Avion Wealth first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Avion Wealth's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4K in Q2 2025.
  • 404 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.