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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Madden Advisory Services's IBDR Position: Q1 2026 in Review

Madden Advisory Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.3% in Q1 2026, buying an estimated $329K and bringing the position to 330,152 shares worth $8M. The position accounts for 3.15% of the portfolio, ranked #6.

Madden Advisory Services first reported a position in IBDR in Q3 2023 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Madden Advisory Services held 330,152 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $8M as of Q1 2026.
Madden Advisory Services bought 13,562 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $329K.
iShares iBonds Dec 2026 Term Corporate ETF made up 3.15% of Madden Advisory Services's portfolio in Q1 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 10 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.