Banque Cantonale Vaudoise’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Banque Cantonale Vaudoise’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	-10,333	Closed	-$251K	–	833
2025 Q2	$251K	Hold	10,333	–	–	0.01%	529
2025 Q1	$250K	Buy	+10,333	New	+$249K	0.01%	544
2023 Q4	–	Sell	-5,808	Closed	-$136K	–	1109
2023 Q3	$136K	Hold	5,808	–	–	0.01%	768
2023 Q2	$136K	Sell	5,808 -547	-9%	-$12.9K	0.01%	797
2023 Q1	$151K	Sell	6,355 -934	-13%	-$22K	0.01%	772
2022 Q4	$170K	Sell	7,289 -187	-3%	-$4.34K	0.01%	752
2022 Q3	$173K	Hold	7,476	–	–	0.01%	758
2022 Q2	$178K	Sell	7,476 -3,247	-30%	-$78.1K	0.01%	772
2022 Q1	$264K	Hold	10,723	–	–	0.01%	725
2021 Q4	$280K	Hold	10,723	–	–	0.01%	748
2021 Q3	$284K	Hold	10,723	–	–	0.01%	720
2021 Q2	$285K	Hold	10,723	–	–	0.01%	763
2021 Q1	$283K	Hold	10,723	–	–	0.01%	690
2020 Q4	$291K	Buy	+10,723	New	+$289K	0.02%	640

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Banque Cantonale Vaudoise's IBDR Position: Q3 2025 in Review

Banque Cantonale Vaudoise sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 10,333 shares — an estimated $251K sold.

Banque Cantonale Vaudoise first reported a position in IBDR in Q4 2020 and held it in 14 quarters. The position peaked at $291K in Q4 2020. 404 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

Banque Cantonale Vaudoise reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Banque Cantonale Vaudoise sold 10,333 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $251K.
Banque Cantonale Vaudoise first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2020 and held it in 14 quarters.
Banque Cantonale Vaudoise's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $291K in Q4 2020.
404 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2025, filed 13 Nov 2025.