Level Four Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$294K Buy
12,120
+7
+0.1% +$169 0.01% 779
2026
Q1
$294K Buy
12,113
+4
+0% +$97 0.01% 724
2025
Q4
$293K Buy
+12,109
New +$294K 0.01% 701

Other funds holding IBDR

Level Four Advisory Services's IBDR Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.06% in Q2 2026, buying an estimated $169 and bringing the position to 12,120 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #779.

Level Four Advisory Services first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Level Four Advisory Services held 12,120 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $294K as of Q2 2026.
  • Level Four Advisory Services bought 7 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $169.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #779 holding.
  • Level Four Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.