Johnson Bixby & Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Johnson Bixby & Associates’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	$1.24M	Buy	51,157 +226	+0.4%	+$5.47K	0.14%	48
2026 Q2	$1.23M	Buy	50,931 +139	+0.3%	+$3.36K	0.14%	49
2026 Q1	$1.23M	Buy	50,792 +157	+0.3%	+$3.8K	0.15%	48
2025 Q4	$1.23M	Buy	50,635 +406	+0.8%	+$9.8K	0.15%	47
2025 Q3	$1.22M	Buy	50,229 +221	+0.4%	+$5.35K	0.16%	45
2025 Q2	$1.21M	Buy	50,008 +560	+1%	+$13.5K	0.17%	43
2025 Q1	$1.2M	Sell	49,448 -818	-2%	-$19.7K	0.18%	45
2024 Q4	$1.21M	Buy	50,266 +2,444	+5%	+$58.9K	0.18%	45
2024 Q3	$1.16M	Buy	47,822 +202	+0.4%	+$4.86K	0.18%	46
2024 Q2	$1.13M	Buy	47,620 +4,534	+11%	+$108K	0.19%	43
2024 Q1	$1.03M	Buy	43,086 +32,282	+299%	+$770K	0.18%	44
2023 Q4	$258K	Buy	10,804 +133	+1%	+$3.12K	0.05%	90
2023 Q3	$249K	Buy	+10,671	New	+$250K	0.05%	85

Other funds holding IBDR

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

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

Johnson Bixby & Associates's IBDR Position: Q3 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.44% in Q3 2026, buying an estimated $5.47K and bringing the position to 51,157 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #48.

Johnson Bixby & Associates first reported a position in IBDR in Q3 2023 and has held it in 13 quarters since. 212 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Johnson Bixby & Associates held 51,157 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.24M as of Q3 2026.
Johnson Bixby & Associates bought 226 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $5.47K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.14% of Johnson Bixby & Associates's portfolio in Q3 2026, its #48 holding.
Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
212 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.