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Buttonwood Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Buttonwood Financial Advisors’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
Q2 		$282K Hold
11,658
– – 0.09% 99
2026
Q1 		$283K Hold
11,658
– – 0.09% 95
2025
Q4 		$282K Sell
11,658
-103
-0.9% -$2.5K 0.09% 97
2025
Q3 		$286K Hold
11,761
– – 0.1% 95
2025
Q2 		$285K Hold
11,761
– – 0.11% 90
2025
Q1 		$285K Hold
11,761
– – 0.13% 86
2024
Q4 		$283K Buy
+11,761
New +$284K 0.12% 86

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Buttonwood Financial Advisors's IBDR Position: Q2 2026 in Review

Buttonwood Financial Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 11,658 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #99.

Buttonwood Financial Advisors first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q3 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Buttonwood Financial Advisors held 11,658 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $282K as of Q2 2026.
  • Buttonwood Financial Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Buttonwood Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Buttonwood Financial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $286K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.