Diversify Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Diversify Advisory 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	$651K	Sell	26,919 -5,867	-18%	-$142K	0.01%	815
2026 Q2	$794K	Buy	+32,786	New	+$794K	0.01%	716
2026 Q1	–	Sell	-42,967	Closed	-$1.04M	–	503
2025 Q4	$1.04M	Sell	42,967 -14,909	-26%	-$361K	0.03%	391
2025 Q3	$1.4M	Buy	57,876 +1,310	+2%	+$31.7K	0.05%	282
2025 Q2	$1.37M	Buy	56,566 +1,507	+3%	+$36.4K	0.05%	254
2025 Q1	$1.33M	Buy	55,059 +487	+0.9%	+$11.8K	0.08%	170
2024 Q4	$1.31M	Buy	54,572 +19,526	+56%	+$471K	0.07%	194
2024 Q3	$847K	Buy	35,046 +66	+0.2%	+$1.59K	0.05%	283
2024 Q2	$834K	Buy	+34,980	New	+$831K	0.05%	282

Other funds holding IBDR

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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 Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Diversify Advisory Services's IBDR Position: Q3 2026 in Review

Diversify Advisory Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 18% in Q3 2026, selling an estimated $142K and leaving 26,919 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #815.

Diversify Advisory Services first reported a position in IBDR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q3 2025. 106 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Diversify Advisory Services held 26,919 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $651K as of Q3 2026.
Diversify Advisory Services sold 5,867 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $142K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #815 holding.
Diversify Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.4M in Q3 2025.
106 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

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