Next Level Wealth Planning
IBDR icon

Next Level Wealth Planning’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Next Level Wealth Planning’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 		$160K Buy
+6,615
New +$160K 0.07% 82

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
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
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Next Level Wealth Planning's IBDR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026: 6,615 shares worth $160K. The stake represents 0.07% of the portfolio and ranks #82 among its holdings.

260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Next Level Wealth Planning held 6,615 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $160K as of Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Next Level Wealth Planning position in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.07% of Next Level Wealth Planning's portfolio in Q3 2026, its #82 holding.
  • 260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.