JBA
IBDR icon

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
Q2 		$1.23M Buy
50,931
+139
+0.3% +$3.37K 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% +$9.84K 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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Johnson Bixby & Associates's IBDR Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.27% in Q2 2026, buying an estimated $3.37K and bringing the position to 50,931 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #49.

Johnson Bixby & Associates first reported a position in IBDR in Q3 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Johnson Bixby & Associates held 50,931 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.23M as of Q2 2026.
  • Johnson Bixby & Associates bought 139 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $3.37K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.14% of Johnson Bixby & Associates's portfolio in Q2 2026, its #49 holding.
  • Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.