Commonwealth Financial Services
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Commonwealth Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Commonwealth Financial Services’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 		$1.52M Sell
62,641
-20,750
-25% -$502K 0.27% 65
2026
Q2 		$2.02M Sell
83,391
-1,680
-2% -$40.7K 0.27% 71
2026
Q1 		$2.06M Sell
85,071
-158
-0.2% -$3.83K 0.33% 55
2025
Q4 		$2.07M Buy
85,229
+11,464
+16% +$278K 0.34% 54
2025
Q3 		$1.79M Buy
73,765
+15,005
+26% +$363K 0.31% 57
2025
Q2 		$1.42M Buy
58,760
+6,976
+13% +$169K 0.27% 60
2025
Q1 		$1.25M Sell
51,784
-343,668
-87% -$8.29M 0.26% 65
2024
Q4 		$9.5M Buy
395,452
+10,428
+3% +$251K 1.87% 13
2024
Q3 		$9.33M Buy
385,024
+23,331
+6% +$562K 1.84% 12
2024
Q2 		$8.62M Buy
361,693
+30,820
+9% +$732K 1.77% 16
2024
Q1 		$7.91M Sell
330,873
-886
-0.3% -$21.1K 1.86% 17
2023
Q4 		$7.93M Buy
331,759
+120,258
+57% +$2.82M 1.87% 17
2023
Q3 		$4.94M Buy
+211,501
New +$4.95M 1.47% 21

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Commonwealth Financial Services's IBDR Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 25% in Q3 2026, selling an estimated $502K and leaving 62,641 shares worth $1.52M. The position accounts for 0.27% of the portfolio, ranked #65.

Commonwealth Financial Services first reported a position in IBDR in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.5M in Q4 2024. 91 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Commonwealth Financial Services held 62,641 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.52M as of Q3 2026.
  • Commonwealth Financial Services sold 20,750 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $502K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.27% of Commonwealth Financial Services's portfolio in Q3 2026, its #65 holding.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
  • Commonwealth Financial Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $9.5M in Q4 2024.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.