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Kiker Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kiker Wealth Management’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
2025
Q2 		– Sell
-32
Closed -$775 – 709
2025
Q1 		$775 Buy
+32
New +$772 ﹤0.01% 626

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Kiker Wealth Management's IBDR Position: Q2 2025 in Review

Kiker Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2025, closing a stake of 32 shares — an estimated $775 sold.

Kiker Wealth Management first reported a position in IBDR in Q1 2025 and held it in 1 quarter. The position peaked at $775 in Q1 2025. 410 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

  • Kiker Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 32 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2025, an estimated $775.
  • Kiker Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $775 in Q1 2025.
  • 410 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.