Centennial Advisors
IBDR icon

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

Centennial 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
Q3 		$2.52M Sell
104,001
-911
-0.9% -$22.1K 3.01% 11
2026
Q2 		$2.54M Buy
104,912
+10,329
+11% +$250K 3.03% 12
2026
Q1 		$2.29M Sell
94,583
-9,796
-9% -$237K 2.92% 9
2025
Q4 		$2.53M Buy
+104,379
New +$2.53M 3.29% 7

Other funds holding IBDR

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Centennial Advisors's IBDR Position: Q3 2026 in Review

Centennial Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.87% in Q3 2026, selling an estimated $22.1K and leaving 104,001 shares worth $2.52M. The position accounts for 3.01% of the portfolio, ranked #11.

Centennial Advisors first reported a position in IBDR in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.54M in Q2 2026. 243 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Centennial Advisors held 104,001 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.52M as of Q3 2026.
  • Centennial Advisors sold 911 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $22.1K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 3.01% of Centennial Advisors's portfolio in Q3 2026, its #11 holding.
  • Centennial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • Centennial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.54M in Q2 2026.
  • 243 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.