Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Forvis Mazars Wealth Advisors’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 Q1	$3.15M	Sell	130,061 -2,062	-2%	-$50K	0.06%	118
2025 Q4	$3.2M	Buy	132,123 +20,283	+18%	+$492K	0.06%	116
2025 Q3	$2.72M	Buy	111,840 +2,760	+3%	+$66.8K	0.05%	131
2025 Q2	$2.65M	Buy	109,080 +10,400	+11%	+$251K	0.06%	138
2025 Q1	$2.39M	Sell	98,680 -496	-0.5%	-$12K	0.06%	137
2024 Q4	$2.39M	Buy	+99,176	New	+$2.39M	0.06%	144
2024 Q3	–	Sell	-90,841	Closed	-$2.19M	–	153
2024 Q2	$2.16M	Buy	+90,841	New	+$2.16M	0.05%	152
2024 Q1	–	Hold	0	–	–	–	158
2023 Q4	–	Hold	0	–	–	–	144
2023 Q3	–	Hold	0	–	–	–	147
2023 Q2	–	Hold	0	–	–	–	196
2023 Q1	–	Hold	0	–	–	–	175
2022 Q4	–	Hold	0	–	–	–	173
2022 Q3	–	Hold	0	–	–	–	160
2022 Q2	–	Hold	0	–	–	–	141
2022 Q1	–	Hold	0	–	–	–	117
2021 Q4	–	Hold	0	–	–	–	107
2021 Q3	–	Hold	0	–	–	–	99
2021 Q2	–	Hold	0	–	–	–	95
2021 Q1	–	Sell	-72,567	Closed	-$1.94M	–	96
2020 Q4	$1.97M	Buy	72,567 +32	+0%	+$861	0.1%	101
2020 Q3	$1.95M	Buy	72,535 +25	+0%	+$672	0.11%	91
2020 Q2	$1.94M	Buy	72,510 +3,944	+6%	+$102K	0.13%	85
2020 Q1	$1.68M	Buy	+68,566	New	+$1.74M	0.14%	77
2019 Q4	–	Hold	0	–	–	–	88
2019 Q3	–	Hold	0	–	–	–	86

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDR Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.6% in Q1 2026, selling an estimated $50K and leaving 130,061 shares worth $3.15M. The position accounts for 0.06% of the portfolio, ranked #118.

Forvis Mazars Wealth Advisors first reported a position in IBDR in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.2M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Forvis Mazars Wealth Advisors held 130,061 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.15M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 2,062 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $50K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2020 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.2M in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.