Littlejohn Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Littlejohn Financial Services’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	$588K	Sell	24,259 -2,584	-10%	-$62.5K	0.44%	45
2026 Q2	$650K	Sell	26,843 -9,361	-26%	-$227K	0.47%	46
2026 Q1	$878K	Buy	36,204 +179	+0.5%	+$4.34K	0.66%	41
2025 Q4	$873K	Buy	36,025 +310	+0.9%	+$7.52K	0.64%	44
2025 Q3	$868K	Buy	35,715 +3,304	+10%	+$80K	0.63%	45
2025 Q2	$786K	Hold	32,411	–	–	0.61%	43
2025 Q1	$785K	Buy	+32,411	New	+$782K	0.62%	43

Other funds holding IBDR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Littlejohn Financial Services's IBDR Position: Q3 2026 in Review

Littlejohn Financial Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 9.6% in Q3 2026, selling an estimated $62.5K and leaving 24,259 shares worth $588K. The position accounts for 0.44% of the portfolio, ranked #45.

Littlejohn Financial Services first reported a position in IBDR in Q1 2025 and has held it in 7 quarters since. The position peaked at $878K in Q1 2026. 260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Littlejohn Financial Services held 24,259 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $588K as of Q3 2026.
Littlejohn Financial Services sold 2,584 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $62.5K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.44% of Littlejohn Financial Services's portfolio in Q3 2026, its #45 holding.
Littlejohn Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Littlejohn Financial Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $878K in Q1 2026.
260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.