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

Madden Advisory 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 Q2	$7.88M	Sell	325,410 -4,742	-1%	-$115K	2.83%	6
2026 Q1	$8M	Buy	330,152 +13,562	+4%	+$329K	3.15%	6
2025 Q4	$7.67M	Buy	+316,590	New	+$7.68M	3.09%	6
2025 Q3	–	Sell	-264,169	Closed	-$6.4M	–	9
2025 Q2	$6.41M	Buy	264,169 +38,027	+17%	+$919K	2.73%	9
2025 Q1	$5.47M	Buy	226,142 +30,396	+16%	+$733K	2.55%	11
2024 Q4	$4.71M	Buy	195,746 +38,608	+25%	+$931K	2.19%	12
2024 Q3	$3.82M	Buy	157,138 +49,466	+46%	+$1.19M	1.75%	19
2024 Q2	$2.56M	Buy	107,672 +9,765	+10%	+$232K	1.3%	25
2024 Q1	$2.34M	Buy	97,907 +22,597	+30%	+$539K	1.23%	26
2023 Q4	$1.8M	Buy	75,310 +43,732	+138%	+$1.03M	1.01%	28
2023 Q3	$737K	Buy	+31,578	New	+$739K	0.47%	46

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Madden Advisory Services's IBDR Position: Q2 2026 in Review

Madden Advisory Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.4% in Q2 2026, selling an estimated $115K and leaving 325,410 shares worth $7.88M. The position accounts for 2.83% of the portfolio, ranked #6.

Madden Advisory Services first reported a position in IBDR in Q3 2023 and has held it in 11 quarters since. The position peaked at $8M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Madden Advisory Services held 325,410 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $7.88M as of Q2 2026.
Madden Advisory Services sold 4,742 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $115K.
iShares iBonds Dec 2026 Term Corporate ETF made up 2.83% of Madden Advisory Services's portfolio in Q2 2026, its #6 holding.
Madden Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Madden Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $8M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.