L.M. Kohn & Company’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

L.M. Kohn & Company’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 Q3	$409K	Sell	16,831 -507	-3%	-$12.3K	0.49%	64
2025 Q2	$420K	Buy	+17,338	New	+$419K	0.11%	155

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

L.M. Kohn & Company's IBDR Position: Q3 2025 in Review

L.M. Kohn & Company reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.9% in Q3 2025, selling an estimated $12.3K and leaving 16,831 shares worth $409K. The position accounts for 0.49% of the portfolio, ranked #64.

L.M. Kohn & Company first reported a position in IBDR in Q2 2025 and has held it in 2 quarters since. The position peaked at $420K in Q2 2025. 403 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

L.M. Kohn & Company held 16,831 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $409K as of Q3 2025.
L.M. Kohn & Company sold 507 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $12.3K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.49% of L.M. Kohn & Company's portfolio in Q3 2025, its #64 holding.
L.M. Kohn & Company first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 2 quarters since.
L.M. Kohn & Company's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $420K in Q2 2025.
403 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.