Blue Trust Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Blue Trust Inc’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	$19.4K	Buy	801 +8	+1%	+$194	﹤0.01%	1523
2026 Q2	$19.2K	Buy	793 +8	+1%	+$194	﹤0.01%	1670
2026 Q1	$19K	Buy	785 +5	+0.6%	+$121	﹤0.01%	1667
2025 Q4	$18.9K	Sell	780 -31,061	-98%	-$753K	﹤0.01%	1706
2025 Q3	$774K	Buy	31,841 +8	+0%	+$194	0.01%	359
2025 Q2	$772K	Buy	31,833 +8	+0%	+$193	0.01%	342
2025 Q1	$770K	Buy	31,825 +31,078	+4,160%	+$750K	0.01%	299
2024 Q4	$18K	Buy	+747	New	+$18K	﹤0.01%	1634
2023 Q2	–	Sell	-4,065	Closed	-$95K	–	2259
2023 Q1	$95K	Hold	4,065	–	–	﹤0.01%	782
2022 Q4	$94K	Hold	4,065	–	–	﹤0.01%	694
2022 Q3	$97K	Hold	4,065	–	–	﹤0.01%	536
2022 Q2	$100K	Buy	+4,065	New	+$97.7K	﹤0.01%	499

Other funds holding IBDR

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Blue Trust Inc's IBDR Position: Q3 2026 in Review

Blue Trust Inc increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q3 2026, buying an estimated $194 and bringing the position to 801 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Blue Trust Inc first reported a position in IBDR in Q2 2022 and has held it in 12 quarters since. The position peaked at $774K in Q3 2025. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Blue Trust Inc held 801 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $19.4K as of Q3 2026.
Blue Trust Inc bought 8 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $194.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1523 holding.
Blue Trust Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 12 quarters since.
Blue Trust Inc's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $774K in Q3 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.