Integrated Advisors Network
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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
Q3 		$3.29M Sell
135,583
-21,827
-14% -$528K 0.15% 146
2026
Q2 		$3.81M Sell
157,410
-5,601
-3% -$136K 0.18% 130
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

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

Integrated Advisors Network's IBDR Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 14% in Q3 2026, selling an estimated $528K and leaving 135,583 shares worth $3.29M. The position accounts for 0.15% of the portfolio, ranked #146.

Integrated Advisors Network first reported a position in IBDR in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.88M in Q1 2025. 133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Integrated Advisors Network held 135,583 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.29M as of Q3 2026.
  • Integrated Advisors Network sold 21,827 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $528K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.15% of Integrated Advisors Network's portfolio in Q3 2026, its #146 holding.
  • Integrated Advisors Network first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • Integrated Advisors Network's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.88M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.