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

Klingman & 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	$209K	Sell	8,610 -9,796	-53%	-$237K	0.01%	404
2026 Q2	$446K	Buy	+18,406	New	+$446K	0.02%	215
2026 Q1	–	Sell	-712,284	Closed	-$17.3M	–	203
2025 Q4	$17.3M	Sell	712,284 -90,573	-11%	-$2.2M	0.83%	30
2025 Q3	$19.5M	Sell	802,857 -15,584	-2%	-$377K	0.98%	27
2025 Q2	$19.8M	Sell	818,441 -10,314	-1%	-$249K	1.09%	27
2025 Q1	$20.1M	Buy	+828,755	New	+$20M	1.23%	25
2024 Q4	–	Sell	-890,755	Closed	-$21.5M	–	26
2024 Q3	$21.6M	Sell	890,755 -23,410	-3%	-$564K	1.34%	24
2024 Q2	$21.8M	Buy	+914,165	New	+$21.7M	1.47%	23
2024 Q1	–	Hold	0	–	–	–	20
2023 Q4	–	Sell	-1,026,542	Closed	-$24.1M	–	18
2023 Q3	$24M	Buy	+1,026,542	New	+$24M	1.94%	17
2023 Q2	–	Hold	0	–	–	–	18
2023 Q1	–	Hold	0	–	–	–	17
2022 Q4	–	Sell	-660,591	Closed	-$15.3M	–	19
2022 Q3	$15.3M	Buy	660,591 +165,132	+33%	+$3.93M	1.5%	21
2022 Q2	$11.8M	Buy	+495,459	New	+$11.9M	1.15%	26

Other funds holding IBDR

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Klingman & Associates's IBDR Position: Q3 2026 in Review

Klingman & Associates reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 53% in Q3 2026, selling an estimated $237K and leaving 8,610 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #404.

Klingman & Associates first reported a position in IBDR in Q2 2022 and has held it in 11 quarters since. The position peaked at $24M in Q3 2023. 99 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Klingman & Associates held 8,610 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $209K as of Q3 2026.
Klingman & Associates sold 9,796 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $237K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #404 holding.
Klingman & Associates first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 11 quarters since.
Klingman & Associates's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $24M in Q3 2023.
99 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.