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 Q3	$1.8M	Sell	74,389 -4,623	-6%	-$112K	0.06%	319
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

IFG Advisory's IBDR Position: Q3 2026 in Review

IFG Advisory reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 5.9% in Q3 2026, selling an estimated $112K and leaving 74,389 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #319.

IFG Advisory first reported a position in IBDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q2 2026. 279 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

IFG Advisory held 74,389 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.8M as of Q3 2026.
IFG Advisory sold 4,623 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $112K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of IFG Advisory's portfolio in Q3 2026, its #319 holding.
IFG Advisory first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
IFG Advisory's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.91M in Q2 2026.
279 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.