Dudley Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Dudley Capital Management’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	$1.19M	Buy	+49,070	New	+$1.19M	0.46%	53
2026 Q2	–	Sell	-53,999	Closed	-$1.31M	–	53
2026 Q1	$1.31M	Buy	53,999 +6,707	+14%	+$163K	0.58%	46
2025 Q4	$1.15M	Buy	47,292 +22,892	+94%	+$555K	0.5%	51
2025 Q3	$593K	Buy	24,400 +10,175	+72%	+$246K	0.27%	80
2025 Q2	$345K	Buy	+14,225	New	+$344K	0.17%	96
2025 Q1	–	Hold	0	–	–	–	102

Other funds holding IBDR

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

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Dudley Capital Management's IBDR Position: Q3 2026 in Review

Dudley Capital Management opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026: 49,070 shares worth $1.19M. The stake represents 0.46% of the portfolio and ranks #53 among its holdings. This is a return to the name: Dudley Capital Management previously reported a position in IBDR as recently as Q1 2026.

Dudley Capital Management first reported a position in IBDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q1 2026. 189 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Dudley Capital Management held 49,070 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.19M as of Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Dudley Capital Management position in Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.46% of Dudley Capital Management's portfolio in Q3 2026, its #53 holding.
Dudley Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Dudley Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.31M in Q1 2026.
189 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.