Guardian Wealth Advisors (North Carolina)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$9.53K	Buy	+393	New	+$9.52K	﹤0.01%	542
2025 Q3	–	Sell	-413	Closed	-$10K	–	433
2025 Q2	$10K	Buy	+413	New	+$9.98K	﹤0.01%	481

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

Guardian Wealth Advisors (North Carolina)'s IBDR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026: 393 shares worth $9.53K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IBDR as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IBDR in Q2 2025 and has held it in 2 quarters since. The position peaked at $10K in Q2 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 393 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $9.53K as of Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #542 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 2 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $10K in Q2 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.