Modern Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Modern Wealth Management’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	$6.23M	Buy	257,844 +43,533	+20%	+$1.05M	0.11%	179
2025 Q4	$5.19M	Buy	214,311 +30,628	+17%	+$743K	0.09%	189
2025 Q3	$4.46M	Buy	183,683 +17,972	+11%	+$435K	0.09%	193
2025 Q2	$4.02M	Buy	165,711 +42,231	+34%	+$1.02M	0.1%	185
2025 Q1	$2.99M	Buy	123,480 +36,085	+41%	+$871K	0.1%	175
2024 Q4	$2.1M	Buy	87,395 +60,154	+221%	+$1.45M	0.08%	176
2024 Q3	$662K	Buy	+27,241	New	+$656K	0.04%	209

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

Modern Wealth Management's IBDR Position: Q1 2026 in Review

Modern Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 20% in Q1 2026, buying an estimated $1.05M and bringing the position to 257,844 shares worth $6.23M. The position accounts for 0.11% of the portfolio, ranked #179.

Modern Wealth Management first reported a position in IBDR in Q3 2024 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Modern Wealth Management held 257,844 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $6.23M as of Q1 2026.
Modern Wealth Management bought 43,533 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.05M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Modern Wealth Management's portfolio in Q1 2026, its #179 holding.
Modern Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.