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

BCS 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
2025 Q2	–	Sell	-22,176	Closed	-$537K	–	267
2025 Q1	$537K	Buy	22,176 +2,074	+10%	+$50K	0.14%	141
2024 Q4	$484K	Hold	20,102	–	–	0.12%	148
2024 Q3	$488K	Hold	20,102	–	–	0.21%	93
2024 Q2	$479K	Hold	20,102	–	–	0.23%	86
2024 Q1	$479K	Buy	20,102 +10,447	+108%	+$249K	0.15%	136
2023 Q4	$231K	Buy	+9,655	New	+$227K	0.09%	195

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

HPC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

BCS Wealth Management's IBDR Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2025, closing a stake of 22,176 shares — an estimated $537K sold.

BCS Wealth Management first reported a position in IBDR in Q4 2023 and held it in 6 quarters. The position peaked at $537K in Q1 2025. 409 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 22,176 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2025, an estimated $537K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $537K in Q1 2025.
409 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.