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Certior Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Certior Financial Group’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 		$226K Hold
9,310
– – 0.12% 126
2026
Q1 		$226K Hold
9,310
– – 0.14% 119
2025
Q4 		$226K Buy
+9,310
New +$226K 0.15% 118

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Certior Financial Group's IBDR Position: Q2 2026 in Review

Certior Financial Group held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 9,310 shares worth $226K. The position accounts for 0.12% of the portfolio, ranked #126.

Certior Financial Group first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Certior Financial Group held 9,310 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $226K as of Q2 2026.
  • Certior Financial Group left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.12% of Certior Financial Group's portfolio in Q2 2026, its #126 holding.
  • Certior Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Certior Financial Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $226K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.