Atomic Invest LLC’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Atomic Invest LLC’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
2025 Q4	$11.9M	Buy	+490,642	New	+$11.9M	6.69%	5

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HPC

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Atomic Invest LLC's IBDR Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025: 490,642 shares worth $11.9M. The stake represents 6.69% of the portfolio and ranks #5 among its holdings.

438 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

Atomic Invest LLC held 490,642 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $11.9M as of Q4 2025.
iShares iBonds Dec 2026 Term Corporate ETF was a new Atomic Invest LLC position in Q4 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up 6.69% of Atomic Invest LLC's portfolio in Q4 2025, its #5 holding.
438 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.