Householder Group Estate & Retirement Specialist’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-3,965	Closed	-$96K	–	830
2024 Q3	$96K	Sell	3,965 -259	-6%	-$6.24K	0.03%	371
2024 Q2	$100K	Sell	4,224 -3,490	-45%	-$82.9K	0.03%	351
2024 Q1	$184K	Sell	7,714 -1,822	-19%	-$43.4K	0.05%	253
2023 Q4	$227K	Sell	9,536 -1,005	-10%	-$23.6K	0.07%	228
2023 Q3	$246K	Buy	+10,541	New	+$247K	0.09%	188
2023 Q1	$306K	Buy	+12,912	New	+$304K	0.12%	162
2022 Q4	–	Sell	-27,793	Closed	-$642K	–	665
2022 Q3	$642K	Sell	27,793 -1,224	-4%	-$29.2K	0.26%	84
2022 Q2	$690K	Sell	29,017 -2,533	-8%	-$60.9K	0.31%	75
2022 Q1	$778K	Sell	31,550 -67	-0.2%	-$1.7K	0.31%	87
2021 Q4	$824K	Buy	+31,617	New	+$828K	0.31%	88

Other funds holding IBDR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Householder Group Estate & Retirement Specialist's IBDR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2024, closing a stake of 3,965 shares — an estimated $96K sold.

Householder Group Estate & Retirement Specialist first reported a position in IBDR in Q4 2021 and held it in 10 quarters. The position peaked at $824K in Q4 2021. 366 funds tracked by Wall St. Rank hold IBDR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,965 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2024, an estimated $96K.
Householder Group Estate & Retirement Specialist first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $824K in Q4 2021.
366 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.