Great Valley Advisor Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Great Valley Advisor 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
2026 Q1	–	Sell	-10,413	Closed	-$252K	–	1020
2025 Q4	$252K	Sell	10,413 -283	-3%	-$6.86K	﹤0.01%	821
2025 Q3	$260K	Buy	10,696 +713	+7%	+$17.3K	0.01%	808
2025 Q2	$242K	Sell	9,983 -1,340	-12%	-$32.4K	0.01%	804
2025 Q1	$274K	Sell	11,323 -3,808	-25%	-$91.9K	0.01%	751
2024 Q4	$364K	Buy	+15,131	New	+$365K	0.01%	649
2023 Q3	–	Sell	-31,257	Closed	-$734K	–	703
2023 Q2	$734K	Buy	31,257 +103	+0.3%	+$2.43K	0.03%	369
2023 Q1	$739K	Sell	31,154 -2,297	-7%	-$54.1K	0.03%	362
2022 Q4	$782K	Buy	33,451 +3,890	+13%	+$90.3K	0.04%	361
2022 Q3	$683K	Buy	29,561 +1,568	+6%	+$37.4K	0.04%	367
2022 Q2	$666K	Buy	+27,993	New	+$673K	0.04%	374

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

Great Valley Advisor Group's IBDR Position: Q1 2026 in Review

Great Valley Advisor Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 10,413 shares — an estimated $252K sold.

Great Valley Advisor Group first reported a position in IBDR in Q2 2022 and held it in 10 quarters. The position peaked at $782K in Q4 2022. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Great Valley Advisor Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Great Valley Advisor Group sold 10,413 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $252K.
Great Valley Advisor Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
Great Valley Advisor Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $782K in Q4 2022.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.