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Eight 31 Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Eight 31 Financial’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
Q3 		– Sell
-254,196
Closed -$6.16M – 76
2025
Q2 		$6.16M Buy
254,196
+7,641
+3% +$185K 4.07% 9
2025
Q1 		$5.97M Buy
+246,555
New +$5.95M 3.82% 11

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $170M AUM 4.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eight 31 Financial's IBDR Position: Q3 2025 in Review

Eight 31 Financial sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 254,196 shares — an estimated $6.16M sold.

Eight 31 Financial first reported a position in IBDR in Q1 2025 and held it in 2 quarters. The position peaked at $6.16M in Q2 2025. 404 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

  • Eight 31 Financial reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Eight 31 Financial sold 254,196 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $6.16M.
  • Eight 31 Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
  • Eight 31 Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $6.16M in Q2 2025.
  • 404 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Eight 31 Financial's 13F filing for Q3 2025, filed 13 Nov 2025.