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M3 Advisory Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

M3 Advisory Group’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
Q1 		– Sell
-21,263
Closed -$512K – 142
2024
Q4 		$512K Buy
21,263
+18
+0.1% +$434 0.37% 62
2024
Q3 		$516K Buy
+21,245
New +$511K 0.38% 62

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M3 Advisory Group's IBDR Position: Q1 2025 in Review

M3 Advisory Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2025, closing a stake of 21,263 shares — an estimated $512K sold.

M3 Advisory Group first reported a position in IBDR in Q3 2024 and held it in 2 quarters. The position peaked at $516K in Q3 2024. 389 funds tracked by Wall St. Rank hold IBDR as of Q1 2025.

  • M3 Advisory Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • M3 Advisory Group sold 21,263 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2025, an estimated $512K.
  • M3 Advisory Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and held it in 2 quarters.
  • M3 Advisory Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $516K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2025.

Based on M3 Advisory Group's 13F filing for Q1 2025, filed 22 Apr 2025.