M3 Advisory Group
IBDR icon

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
2026
Q3 		$421K Buy
+17,372
New +$420K 0.21% 79
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

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

M3 Advisory Group's IBDR Position: Q3 2026 in Review

M3 Advisory Group opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026: 17,372 shares worth $421K. The stake represents 0.21% of the portfolio and ranks #79 among its holdings. This is a return to the name: M3 Advisory Group previously reported a position in IBDR as recently as Q4 2024.

M3 Advisory Group first reported a position in IBDR in Q3 2024 and has held it in 3 quarters since. The position peaked at $516K in Q3 2024. 318 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • M3 Advisory Group held 17,372 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $421K as of Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new M3 Advisory Group position in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.21% of M3 Advisory Group's portfolio in Q3 2026, its #79 holding.
  • M3 Advisory Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 3 quarters since.
  • M3 Advisory Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $516K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on M3 Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.