Financial Advisory Corporation’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Financial Advisory Corporation’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 Q2	$345K	Buy	14,253 +141	+1%	+$3.41K	0.05%	38
2026 Q1	$342K	Sell	14,112 -839	-6%	-$20.3K	0.05%	36
2025 Q4	$362K	Buy	14,951 +207	+1%	+$5.02K	0.05%	39
2025 Q3	$358K	Buy	14,744 +1,845	+14%	+$44.7K	0.05%	38
2025 Q2	$313K	Buy	12,899 +135	+1%	+$3.26K	0.05%	40
2025 Q1	$309K	Buy	+12,764	New	+$308K	0.05%	34

Other funds holding IBDR

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Financial Advisory Corporation's IBDR Position: Q2 2026 in Review

Financial Advisory Corporation increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q2 2026, buying an estimated $3.41K and bringing the position to 14,253 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #38.

Financial Advisory Corporation first reported a position in IBDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $362K in Q4 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Financial Advisory Corporation held 14,253 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $345K as of Q2 2026.
Financial Advisory Corporation bought 141 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $3.41K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Financial Advisory Corporation's portfolio in Q2 2026, its #38 holding.
Financial Advisory Corporation first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Financial Advisory Corporation's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $362K in Q4 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.