Kades & Cheifetz’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kades & Cheifetz’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
2024 Q4	$427K	Buy	17,743 +3,351	+23%	+$80.8K	0.22%	72
2024 Q3	$350K	Buy	14,392 +151	+1%	+$3.63K	0.2%	73
2024 Q2	$339K	Buy	14,241 +146	+1%	+$3.47K	0.21%	72
2024 Q1	$336K	Buy	14,095 +91	+0.6%	+$2.17K	0.22%	68
2023 Q4	$335K	Buy	14,004 +4,446	+47%	+$104K	0.24%	66
2023 Q3	$223K	Buy	9,558 +28	+0.3%	+$656	0.18%	73
2023 Q2	$224K	Hold	9,530	–	–	0.17%	74
2023 Q1	$226K	Buy	+9,530	New	+$224K	0.18%	73

Other funds holding IBDR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

HPC

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

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

Kades & Cheifetz's IBDR Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 23% in Q4 2024, buying an estimated $80.8K and bringing the position to 17,743 shares worth $427K. The position accounts for 0.22% of the portfolio, ranked #72.

Kades & Cheifetz first reported a position in IBDR in Q1 2023 and has held it in 8 quarters since. 366 funds tracked by Wall St. Rank hold IBDR as of Q4 2024.

Kades & Cheifetz held 17,743 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $427K as of Q4 2024.
Kades & Cheifetz bought 3,351 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2024, an estimated $80.8K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.22% of Kades & Cheifetz's portfolio in Q4 2024, its #72 holding.
Kades & Cheifetz first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 8 quarters since.
366 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.