Focus Financial Network
IBDR icon

Focus Financial Network’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Focus Financial Network’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 		$396K Buy
+16,352
New +$396K 0.01% 553
2026
Q2 		– Sell
-16,352
Closed -$396K – 775
2026
Q1 		$396K Hold
16,352
– – 0.01% 527
2025
Q4 		$396K Buy
16,352
+193
+1% +$4.68K 0.01% 506
2025
Q3 		$393K Buy
+16,159
New +$391K 0.01% 517

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Focus Financial Network's IBDR Position: Q3 2026 in Review

Focus Financial Network opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026: 16,352 shares worth $396K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Focus Financial Network previously reported a position in IBDR as recently as Q1 2026.

Focus Financial Network first reported a position in IBDR in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Focus Financial Network held 16,352 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $396K as of Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Focus Financial Network position in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #553 holding.
  • Focus Financial Network first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.