KF
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Krilogy Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Krilogy Financial’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 		$283K Sell
11,679
-417
-3% -$10.1K 0.01% 886
2026
Q2 		$293K Sell
12,096
-208,477
-95% -$5.05M 0.01% 828
2026
Q1 		$5.34M Sell
220,573
-485
-0.2% -$11.8K 0.17% 102
2025
Q4 		$5.37M Buy
221,058
+13,723
+7% +$333K 0.18% 90
2025
Q3 		$5.02M Buy
207,335
+16,716
+9% +$405K 0.19% 92
2025
Q2 		$4.62M Buy
190,619
+47,011
+33% +$1.14M 0.27% 76
2025
Q1 		$3.48M Sell
143,608
-6,425
-4% -$155K 0.23% 92
2024
Q4 		$3.61M Buy
150,033
+12,957
+9% +$312K 0.24% 86
2024
Q3 		$3.33M Sell
137,076
-26,758
-16% -$644K 0.23% 100
2024
Q2 		$3.9M Buy
163,834
+1,969
+1% +$46.8K 0.29% 77
2024
Q1 		$3.86M Buy
161,865
+7,787
+5% +$186K 0.3% 78
2023
Q4 		$3.68M Buy
154,078
+4,711
+3% +$111K 0.31% 76
2023
Q3 		$3.49M Buy
149,367
+505
+0.3% +$11.8K 0.32% 75
2023
Q2 		$3.49M Buy
148,862
+875
+0.6% +$20.7K 0.31% 77
2023
Q1 		$3.51M Buy
147,987
+88,470
+149% +$2.08M 0.3% 78
2022
Q4 		$1.39M Sell
59,517
-72,443
-55% -$1.68M 0.13% 126
2022
Q3 		$3.05M Buy
131,960
+268
+0.2% +$6.38K 0.36% 49
2022
Q2 		$3.13M Buy
131,692
+43,165
+49% +$1.04M 0.36% 49
2022
Q1 		$2.18M Sell
88,527
-63,184
-42% -$1.6M 0.22% 67
2021
Q4 		$3.96M Buy
151,711
+30
+0% +$785 0.4% 46
2021
Q3 		$4.02M Buy
151,681
+3,438
+2% +$91.5K 0.4% 43
2021
Q2 		$3.94M Buy
148,243
+14,514
+11% +$385K 0.39% 42
2021
Q1 		$3.52M Buy
133,729
+35,233
+36% +$942K 0.37% 44
2020
Q4 		$2.67M Buy
98,496
+978
+1% +$26.3K 0.32% 51
2020
Q3 		$2.62M Sell
97,518
-21,662
-18% -$582K 0.36% 46
2020
Q2 		$3.18M Buy
119,180
+52,163
+78% +$1.35M 0.49% 31
2020
Q1 		$1.65M Sell
67,017
-50,458
-43% -$1.28M 0.31% 47
2019
Q4 		$3M Sell
117,475
-891
-0.8% -$22.7K 0.49% 40
2019
Q3 		$3.02M Sell
118,366
-3,408
-3% -$86.1K 0.54% 41
2019
Q2 		$3.05M Buy
121,774
+12,821
+12% +$313K 0.59% 31
2019
Q1 		$2.64M Buy
+108,953
New +$2.58M 0.56% 33

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Krilogy Financial's IBDR Position: Q3 2026 in Review

Krilogy Financial reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.4% in Q3 2026, selling an estimated $10.1K and leaving 11,679 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #886.

Krilogy Financial first reported a position in IBDR in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.37M in Q4 2025. 42 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Krilogy Financial held 11,679 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $283K as of Q3 2026.
  • Krilogy Financial sold 417 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $10.1K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #886 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 31 quarters since.
  • Krilogy Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $5.37M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.