Droms Strauss Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Droms Strauss 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 Q1	–	Sell	-10,070	Closed	-$244K	–	79
2025 Q4	$244K	Sell	10,070 -197,959	-95%	-$4.8M	0.06%	75
2025 Q3	$5.06M	Buy	208,029 +21,297	+11%	+$516K	1.47%	16
2025 Q2	$4.53M	Buy	186,732 +969	+0.5%	+$23.4K	1.39%	16
2025 Q1	$4.5M	Buy	185,763 +9,247	+5%	+$223K	1.54%	13
2024 Q4	$4.25M	Buy	176,516 +7,983	+5%	+$192K	1.39%	16
2024 Q3	$4.1M	Buy	168,533 +3,950	+2%	+$95.1K	1.45%	15
2024 Q2	$3.92M	Buy	164,583 +6,786	+4%	+$161K	1.42%	15
2024 Q1	$3.76M	Buy	157,797 +42,428	+37%	+$1.01M	1.38%	13
2023 Q4	$2.76M	Buy	115,369 +2,601	+2%	+$61.1K	1.07%	17
2023 Q3	$2.63M	Buy	112,768 +660	+0.6%	+$15.5K	1.13%	16
2023 Q2	$2.62M	Buy	112,108 +10,057	+10%	+$238K	1.09%	16
2023 Q1	$2.42M	Buy	102,051 +10,739	+12%	+$253K	1.09%	16
2022 Q4	$2.13M	Buy	91,312 +5,523	+6%	+$128K	0.98%	18
2022 Q3	$1.98M	Buy	85,789 +56,693	+195%	+$1.35M	0.98%	19
2022 Q2	$692K	Buy	+29,096	New	+$699K	0.35%	32

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Droms Strauss Advisors's IBDR Position: Q1 2026 in Review

Droms Strauss Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 10,070 shares — an estimated $244K sold.

Droms Strauss Advisors first reported a position in IBDR in Q2 2022 and held it in 15 quarters. The position peaked at $5.06M in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Droms Strauss Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Droms Strauss Advisors sold 10,070 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $244K.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and held it in 15 quarters.
Droms Strauss Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $5.06M in Q3 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.