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Independent Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Independent Financial Group’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
2021
Q1 		– Sell
-54,884
Closed -$1.49M – 653
2020
Q4 		$1.49M Buy
54,884
+17,652
+47% +$475K 0.22% 115
2020
Q3 		$999K Buy
+37,232
New +$1M 0.19% 133

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Independent Financial Group's IBDR Position: Q1 2021 in Review

Independent Financial Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2021, closing a stake of 54,884 shares — an estimated $1.49M sold.

Independent Financial Group first reported a position in IBDR in Q3 2020 and held it in 2 quarters. The position peaked at $1.49M in Q4 2020. 103 funds tracked by Wall St. Rank hold IBDR as of Q1 2021.

  • Independent Financial Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Independent Financial Group sold 54,884 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2021, an estimated $1.49M.
  • Independent Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2020 and held it in 2 quarters.
  • Independent Financial Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.49M in Q4 2020.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.