IRON Financial
IBDR icon

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

IRON Financial’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 		$1.07M Sell
44,044
-105,266
-71% -$2.55M 0.44% 44
2026
Q2 		$3.62M Sell
149,310
-4,503
-3% -$109K 1.49% 19
2026
Q1 		$3.73M Sell
153,813
-1,492
-1% -$36.2K 1.63% 14
2025
Q4 		$3.76M Buy
155,305
+1,716
+1% +$41.6K 1.73% 14
2025
Q3 		$3.73M Buy
153,589
+956
+0.6% +$23.2K 1.79% 11
2025
Q2 		$3.7M Buy
152,633
+734
+0.5% +$17.7K 1.92% 11
2025
Q1 		$3.68M Sell
151,899
-28,909
-16% -$698K 2.06% 13
2024
Q4 		$4.35M Sell
180,808
-1,541
-0.8% -$37.2K 2.44% 12
2024
Q3 		$4.43M Buy
182,349
+533
+0.3% +$12.8K 2.41% 12
2024
Q2 		$4.33M Sell
181,816
-502
-0.3% -$11.9K 2.43% 12
2024
Q1 		$4.35M Sell
182,318
-5,150
-3% -$123K 2.42% 13
2023
Q4 		$4.48M Sell
187,468
-3,464
-2% -$81.3K 2.54% 13
2023
Q3 		$4.46M Sell
190,932
-3,344
-2% -$78.3K 2.59% 13
2023
Q2 		$4.56M Buy
194,276
+590
+0.3% +$13.9K 2.45% 13
2023
Q1 		$4.6M Sell
193,686
-1,303
-0.7% -$30.7K 2.52% 14
2022
Q4 		$4.55M Sell
194,989
-12,420
-6% -$288K 2.61% 13
2022
Q3 		$4.79M Buy
207,409
+7,134
+4% +$170K 2.63% 13
2022
Q2 		$4.76M Buy
200,275
+18,237
+10% +$438K 2.5% 15
2022
Q1 		$4.49M Buy
182,038
+43,864
+32% +$1.11M 2.07% 15
2021
Q4 		$3.6M Buy
138,174
+16,641
+14% +$436K 1.61% 19
2021
Q3 		$3.22M Buy
121,533
+23,262
+24% +$619K 1.55% 16
2021
Q2 		$2.62M Buy
+98,271
New +$2.61M 1.22% 19

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

IRON Financial's IBDR Position: Q3 2026 in Review

IRON Financial reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 71% in Q3 2026, selling an estimated $2.55M and leaving 44,044 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #44.

IRON Financial first reported a position in IBDR in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.79M in Q3 2022. 189 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • IRON Financial held 44,044 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.07M as of Q3 2026.
  • IRON Financial sold 105,266 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $2.55M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.44% of IRON Financial's portfolio in Q3 2026, its #44 holding.
  • IRON Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2021 and has held it in 22 quarters since.
  • IRON Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.79M in Q3 2022.
  • 189 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.