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Carolinas Wealth Consulting’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-116
Closed -$2.79K – 1055
2024
Q4 		$2.79K Hold
116
– – ﹤0.01% 756
2024
Q3 		$2.82K Hold
116
– – ﹤0.01% 757
2024
Q2 		$2.76K Hold
116
– – ﹤0.01% 733
2024
Q1 		$2.77K Buy
+116
New +$2.77K ﹤0.01% 741

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carolinas Wealth Consulting's IBDR Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2025, closing a stake of 116 shares — an estimated $2.79K sold.

Carolinas Wealth Consulting first reported a position in IBDR in Q1 2024 and held it in 4 quarters. The position peaked at $2.82K in Q3 2024. 390 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 116 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $2.79K.
  • Carolinas Wealth Consulting first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.82K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.