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Brighton Securities’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Brighton Securities’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 		$2.57M Sell
106,106
-2,307
-2% -$55.8K 1.08% 12
2026
Q2 		$2.63M Buy
108,413
+4,099
+4% +$99.2K 1.13% 12
2026
Q1 		$2.53M Sell
104,314
-5,208
-5% -$126K 1.22% 12
2025
Q4 		$2.65M Buy
+109,522
New +$2.66M 1.31% 11

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Brighton Securities's IBDR Position: Q3 2026 in Review

Brighton Securities reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.1% in Q3 2026, selling an estimated $55.8K and leaving 106,106 shares worth $2.57M. The position accounts for 1.08% of the portfolio, ranked #12.

Brighton Securities first reported a position in IBDR in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.65M in Q4 2025. 17 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Brighton Securities held 106,106 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.57M as of Q3 2026.
  • Brighton Securities sold 2,307 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $55.8K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 1.08% of Brighton Securities's portfolio in Q3 2026, its #12 holding.
  • Brighton Securities first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • Brighton Securities's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.65M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.