Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Baron Silver Stevens Financial Advisors’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	$1.61M	Sell	66,433 -1,843	-3%	-$44.7K	0.23%	50
2025 Q4	$1.65M	Buy	68,276 +201	+0.3%	+$4.87K	0.24%	48
2025 Q3	$1.65M	Buy	68,075 +150	+0.2%	+$3.63K	0.24%	48
2025 Q2	$1.65M	Buy	67,925 +8,440	+14%	+$204K	0.26%	49
2025 Q1	$1.44M	Sell	59,485 -1,373	-2%	-$33.1K	0.25%	51
2024 Q4	$1.46M	Buy	60,858 +3,331	+6%	+$80.3K	0.25%	50
2024 Q3	$1.4M	Buy	+57,527	New	+$1.38M	0.24%	49
2024 Q2	–	Hold	0	–	–	–	46
2024 Q1	–	Hold	0	–	–	–	45
2023 Q4	–	Hold	0	–	–	–	46
2023 Q3	–	Hold	0	–	–	–	80
2023 Q2	–	Hold	0	–	–	–	61
2023 Q1	–	Hold	0	–	–	–	61

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

Baron Silver Stevens Financial Advisors's IBDR Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.7% in Q1 2026, selling an estimated $44.7K and leaving 66,433 shares worth $1.61M. The position accounts for 0.23% of the portfolio, ranked #50.

Baron Silver Stevens Financial Advisors first reported a position in IBDR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Baron Silver Stevens Financial Advisors held 66,433 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.61M as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 1,843 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $44.7K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.23% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #50 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
Baron Silver Stevens Financial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.65M in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.