PWMAI
IBDR icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-1,565
Closed -$38K – 566
2025
Q3 		$38K Hold
1,565
– – 0.01% 300
2025
Q2 		$38K Hold
1,565
– – 0.01% 287
2025
Q1 		$37.9K Hold
1,565
– – 0.01% 287
2024
Q4 		$37.7K Buy
+1,565
New +$37.7K 0.02% 284

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IBDR Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 1,565 shares — an estimated $38K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IBDR in Q4 2024 and held it in 4 quarters. The position peaked at $38K in Q3 2025. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,565 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $38K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $38K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.