GPS Wealth Strategies Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

GPS Wealth Strategies Group’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	$246K	Buy	+10,160	New	+$246K	0.21%	87

Other funds holding IBDR

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 Denver, Colorado $67.6B AUM 18.3% 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

Align Financial Hermantown, Minnesota $202M AUM

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

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

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

GPS Wealth Strategies Group's IBDR Position: Q4 2025 in Review

GPS Wealth Strategies Group opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025: 10,160 shares worth $246K. The stake represents 0.21% of the portfolio and ranks #87 among its holdings.

436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

GPS Wealth Strategies Group held 10,160 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $246K as of Q4 2025.
iShares iBonds Dec 2026 Term Corporate ETF was a new GPS Wealth Strategies Group position in Q4 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.21% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #87 holding.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.