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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
Q2 		$1.47M Buy
+60,469
New +$1.46M 0.35% 51

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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Colton Groome Financial Advisors's IBDR Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 60,469 shares worth $1.47M. The stake represents 0.35% of the portfolio and ranks #51 among its holdings.

135 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Colton Groome Financial Advisors held 60,469 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.47M as of Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Colton Groome Financial Advisors position in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.35% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • 135 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.