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

Blue Barn 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 Q4	–	Sell	-9,112	Closed	-$221K	–	90
2025 Q3	$221K	Hold	9,112	–	–	0.1%	152
2025 Q2	$221K	Hold	9,112	–	–	0.1%	139
2025 Q1	$221K	Hold	9,112	–	–	0.12%	137
2024 Q4	$219K	Buy	+9,112	New	+$220K	0.12%	134
2024 Q2	–	Sell	-9,982	Closed	-$238K	–	143
2024 Q1	$238K	Buy	+9,982	New	+$238K	0.13%	108

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Align Financial Hermantown, Minnesota $176M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Blue Barn Wealth's IBDR Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 9,112 shares — an estimated $221K sold.

Blue Barn Wealth first reported a position in IBDR in Q1 2024 and held it in 5 quarters. The position peaked at $238K in Q1 2024. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

Blue Barn Wealth reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 9,112 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $221K.
Blue Barn Wealth first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and held it in 5 quarters.
Blue Barn Wealth's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $238K in Q1 2024.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.