IFP Advisors
IBDR icon

IFP Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

IFP Advisors’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 		$11.4M Sell
469,655
-25,480
-5% -$617K 0.19% 113
2026
Q2 		$12M Buy
495,135
+13,900
+3% +$337K 0.22% 100
2026
Q1 		$11.7M Buy
481,235
+84,682
+21% +$2.05M 0.24% 89
2025
Q4 		$9.6M Sell
396,553
-13,365
-3% -$324K 0.22% 94
2025
Q3 		$10M Sell
409,918
-203
-0% -$4.92K 0.26% 75
2025
Q2 		$9.9M Buy
410,121
+13,938
+4% +$337K 0.28% 67
2025
Q1 		$9.6M Buy
396,183
+40,424
+11% +$975K 0.3% 67
2024
Q4 		$8.56M Buy
355,759
+38,178
+12% +$920K 0.28% 68
2024
Q3 		$7.72M Buy
317,581
+24,702
+8% +$595K 0.28% 74
2024
Q2 		$6.98M Buy
292,879
+19,733
+7% +$469K 0.28% 74
2024
Q1 		$6.51M Buy
273,146
+11,109
+4% +$265K 0.29% 74
2023
Q4 		$6.26M Buy
262,037
+116,483
+80% +$2.73M 0.3% 75
2023
Q3 		$3.4M Sell
145,554
-11,421
-7% -$267K 0.15% 129
2023
Q2 		$3.68M Sell
156,975
-36,418
-19% -$860K 0.15% 131
2023
Q1 		$4.5M Buy
193,393
+54,251
+39% +$1.28M 0.2% 102
2022
Q4 		$3.26M Buy
139,142
+130,962
+1,601% +$3.04M 0.09% 236
2022
Q3 		$190K Buy
+8,180
New +$195K 0.01% 1441
2022
Q1 		– Sell
-3,007
Closed -$78K – 4565
2021
Q4 		$78K Hold
3,007
– – ﹤0.01% 1372
2021
Q3 		$80K Hold
3,007
– – ﹤0.01% 1383
2021
Q2 		$80K Buy
+3,007
New +$79.8K ﹤0.01% 1332
2019
Q1 		– Sell
-1,480
Closed -$34K – 2832
2018
Q4 		$34K Sell
1,480
-1,392
-48% -$32K ﹤0.01% 1829
2018
Q3 		$67K Buy
2,872
+852
+42% +$19.9K ﹤0.01% 1727
2018
Q2 		$47K Hold
2,020
– – ﹤0.01% 1953
2018
Q1 		$50K Hold
2,020
– – ﹤0.01% 1806
2017
Q4 		$50K Buy
2,020
+1,380
+216% +$33.9K ﹤0.01% 1823
2017
Q3 		$16K Buy
+640
New +$15.7K ﹤0.01% 2750

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

IFP Advisors's IBDR Position: Q3 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 5.1% in Q3 2026, selling an estimated $617K and leaving 469,655 shares worth $11.4M. The position accounts for 0.19% of the portfolio, ranked #113.

IFP Advisors first reported a position in IBDR in Q3 2017 and has held it in 26 quarters since. The position peaked at $12M in Q2 2026. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • IFP Advisors held 469,655 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $11.4M as of Q3 2026.
  • IFP Advisors sold 25,480 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $617K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.19% of IFP Advisors's portfolio in Q3 2026, its #113 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2017 and has held it in 26 quarters since.
  • IFP Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $12M in Q2 2026.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.