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

Colton Groome 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
Q3 		$1.47M Hold
60,469
– – 0.34% 52
2026
Q2 		$1.47M Buy
+60,469
New +$1.46M 0.35% 51

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
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
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
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Colton Groome Financial Advisors's IBDR Position: Q3 2026 in Review

Colton Groome Financial Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 60,469 shares worth $1.47M. The position accounts for 0.34% of the portfolio, ranked #52.

Colton Groome Financial Advisors first reported a position in IBDR in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Colton Groome Financial Advisors held 60,469 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.47M as of Q3 2026.
  • Colton Groome Financial Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.34% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #52 holding.
  • Colton Groome Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.