IFG Advisory’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

IFG Advisory’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	$1.91M	Buy	+79,012	New	+$1.91M	0.07%	300
2026 Q1	–	Sell	-64,986	Closed	-$1.57M	–	574
2025 Q4	$1.57M	Buy	64,986 +2,415	+4%	+$58.5K	0.07%	291
2025 Q3	$1.52M	Buy	+62,571	New	+$1.52M	0.07%	281

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

IFG Advisory's IBDR Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 79,012 shares worth $1.91M. The stake represents 0.07% of the portfolio and ranks #300 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBDR as recently as Q4 2025.

IFG Advisory first reported a position in IBDR in Q3 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

IFG Advisory held 79,012 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.91M as of Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new IFG Advisory position in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #300 holding.
IFG Advisory first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.