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

IFS 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	$19.3M	Sell	797,081 -176,883	-18%	-$4.28M	5.82%	2
2026 Q2	$23.6M	Buy	973,964 +6,162	+0.6%	+$149K	11.3%	2
2026 Q1	$23.5M	Buy	967,802 +31,671	+3%	+$767K	12.09%	2
2025 Q4	$22.7M	Buy	936,131 +468,903	+100%	+$11.4M	11.78%	2
2025 Q3	$11.4M	Buy	+467,228	New	+$11.3M	6.64%	6

Other funds holding IBDR

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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VWMG

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

IFS Advisors's IBDR Position: Q3 2026 in Review

IFS Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 18% in Q3 2026, selling an estimated $4.28M and leaving 797,081 shares worth $19.3M. The position accounts for 5.82% of the portfolio, ranked #2.

IFS Advisors first reported a position in IBDR in Q3 2025 and has held it in 5 quarters since. The position peaked at $23.6M in Q2 2026. 85 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

IFS Advisors held 797,081 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $19.3M as of Q3 2026.
IFS Advisors sold 176,883 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $4.28M.
iShares iBonds Dec 2026 Term Corporate ETF made up 5.82% of IFS Advisors's portfolio in Q3 2026, its #2 holding.
IFS Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
IFS Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $23.6M in Q2 2026.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.