MKT Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

MKT Advisors’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 Q4	–	Sell	-8,717	Closed	-$211K	–	167
2025 Q3	$211K	Sell	8,717 -1,377	-14%	-$33.3K	0.08%	160
2025 Q2	$244K	Buy	10,094 +6	+0.1%	+$145	0.1%	142
2025 Q1	$243K	Sell	10,088 -637	-6%	-$15.4K	0.11%	125
2024 Q4	$259K	Sell	10,725 -1,505	-12%	-$36.3K	0.11%	122
2024 Q3	$296K	Sell	12,230 -2,649	-18%	-$63.8K	0.14%	112
2024 Q2	$355K	Sell	14,879 -607	-4%	-$14.4K	0.18%	90
2024 Q1	$366K	Buy	15,486 +92	+0.6%	+$2.19K	0.2%	88
2023 Q4	$366K	Buy	15,394 +5,181	+51%	+$122K	0.24%	88
2023 Q3	$237K	Buy	+10,213	New	+$239K	0.18%	112

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Align Financial Hermantown, Minnesota $176M AUM

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

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

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

SVWAG

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

MKT Advisors's IBDR Position: Q4 2025 in Review

MKT Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 8,717 shares — an estimated $211K sold.

MKT Advisors first reported a position in IBDR in Q3 2023 and held it in 9 quarters. The position peaked at $366K in Q1 2024. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

MKT Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
MKT Advisors sold 8,717 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $211K.
MKT Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
MKT Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $366K in Q1 2024.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on MKT Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.