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Burkett Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Burkett Financial Services’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 		$58.3K Buy
2,407
+24
+1% +$581 0.02% 130
2026
Q2 		$57.8K Buy
2,383
+24
+1% +$581 0.02% 88
2026
Q1 		$57.2K Buy
2,359
+15
+0.6% +$363 0.02% 93
2025
Q4 		$56.8K Buy
+2,344
New +$56.8K 0.02% 91

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
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 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
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 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

Burkett Financial Services's IBDR Position: Q3 2026 in Review

Burkett Financial Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q3 2026, buying an estimated $581 and bringing the position to 2,407 shares worth $58.3K. The position accounts for 0.02% of the portfolio, ranked #130.

Burkett Financial Services first reported a position in IBDR in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Burkett Financial Services held 2,407 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $58.3K as of Q3 2026.
  • Burkett Financial Services bought 24 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $581.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #130 holding.
  • Burkett Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.