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

Integrated Advisors Network’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 Q1	$3.95M	Buy	163,011 +14,236	+10%	+$345K	0.21%	125
2025 Q4	$3.6M	Buy	148,775 +49,709	+50%	+$1.21M	0.16%	144
2025 Q3	$2.41M	Buy	99,066 +5,291	+6%	+$128K	0.1%	216
2025 Q2	$2.27M	Sell	93,775 -107,968	-54%	-$2.61M	0.1%	221
2025 Q1	$4.88M	Buy	201,743 +45,768	+29%	+$1.1M	0.25%	93
2024 Q4	$3.75M	Buy	155,975 +120,299	+337%	+$2.9M	0.18%	134
2024 Q3	$867K	Buy	35,676 +12,351	+53%	+$297K	0.04%	349
2024 Q2	$556K	Buy	23,325 +3,861	+20%	+$91.7K	0.03%	414
2024 Q1	$464K	Buy	+19,464	New	+$464K	0.02%	477

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Integrated Advisors Network's IBDR Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 9.6% in Q1 2026, buying an estimated $345K and bringing the position to 163,011 shares worth $3.95M. The position accounts for 0.21% of the portfolio, ranked #125.

Integrated Advisors Network first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.88M in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Integrated Advisors Network held 163,011 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.95M as of Q1 2026.
Integrated Advisors Network bought 14,236 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $345K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.21% of Integrated Advisors Network's portfolio in Q1 2026, its #125 holding.
Integrated Advisors Network first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Integrated Advisors Network's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.88M in Q1 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.