Brookstone Capital Management
IBDR icon

Brookstone Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Brookstone Capital 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
2026
Q3 		$389K Sell
16,066
-16,121
-50% -$390K ﹤0.01% 1013
2026
Q2 		$780K Buy
32,187
+1,157
+4% +$28K 0.01% 792
2026
Q1 		$752K Sell
31,030
-400
-1% -$9.7K 0.01% 732
2025
Q4 		$762K Sell
31,430
-1,723
-5% -$41.8K 0.01% 713
2025
Q3 		$806K Sell
33,153
-490
-1% -$11.9K 0.01% 670
2025
Q2 		$816K Sell
33,643
-557
-2% -$13.5K 0.01% 618
2025
Q1 		$828K Buy
34,200
+1,533
+5% +$37K 0.01% 598
2024
Q4 		$786K Buy
32,667
+5,237
+19% +$126K 0.01% 587
2024
Q3 		$667K Buy
27,430
+6,722
+32% +$162K 0.01% 617
2024
Q2 		$495K Buy
20,708
+4,354
+27% +$103K 0.01% 658
2024
Q1 		$390K Buy
+16,354
New +$390K 0.01% 686

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
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
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Brookstone Capital Management's IBDR Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 50% in Q3 2026, selling an estimated $390K and leaving 16,066 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Brookstone Capital Management first reported a position in IBDR in Q1 2024 and has held it in 11 quarters since. The position peaked at $828K in Q1 2025. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Brookstone Capital Management held 16,066 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $389K as of Q3 2026.
  • Brookstone Capital Management sold 16,121 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $390K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1013 holding.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • Brookstone Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $828K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.