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Baker Tilly Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Baker Tilly Wealth Management’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 		$237K Hold
9,760
– – 0.05% 261
2026
Q2 		$236K Hold
9,760
– – 0.05% 254
2026
Q1 		$237K Hold
9,760
– – 0.06% 245
2025
Q4 		$236K Hold
9,760
– – 0.06% 250
2025
Q3 		$237K Buy
+9,760
New +$236K 0.05% 245

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Baker Tilly Wealth Management's IBDR Position: Q3 2026 in Review

Baker Tilly Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 9,760 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #261.

Baker Tilly Wealth Management first reported a position in IBDR in Q3 2025 and has held it in 5 quarters since. The position peaked at $237K in Q3 2025. 50 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Baker Tilly Wealth Management held 9,760 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $237K as of Q3 2026.
  • Baker Tilly Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #261 holding.
  • Baker Tilly Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $237K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.