BFC Planning, Inc.’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

BFC Planning, 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
2026 Q2	–	Sell	-11,115	Closed	-$269K	–	3459
2026 Q1	$269K	Buy	11,115 +703	+7%	+$17K	0.01%	780
2025 Q4	$252K	Buy	10,412 +2,400	+30%	+$58.2K	0.01%	781
2025 Q3	$195K	Buy	8,012 +4,458	+125%	+$108K	0.01%	672
2025 Q2	$86.2K	Buy	3,554 +249	+8%	+$6.02K	0.01%	944
2025 Q1	$80K	Buy	3,305 +1,218	+58%	+$29.4K	0.01%	945
2024 Q4	$50.2K	Buy	+2,087	New	+$50.3K	﹤0.01%	1106

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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 $77B AUM 19.24% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

BFC Planning, Inc.'s IBDR Position: Q2 2026 in Review

BFC Planning, Inc. sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 11,115 shares — an estimated $269K sold.

BFC Planning, Inc. first reported a position in IBDR in Q4 2024 and held it in 6 quarters. The position peaked at $269K in Q1 2026. 428 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

BFC Planning, Inc. reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 11,115 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $269K.
BFC Planning, Inc. first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and held it in 6 quarters.
BFC Planning, Inc.'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $269K in Q1 2026.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.