Novem Group
IBDR icon

Novem Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Novem Group’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 		– Sell
-9,570
Closed -$232K – 463
2026
Q2 		$232K Buy
9,570
+95
+1% +$2.3K 0.02% 407
2026
Q1 		$230K Buy
+9,475
New +$230K 0.03% 388
2025
Q4 		– Sell
-14,237
Closed -$346K – 444
2025
Q3 		$346K Sell
14,237
-523,291
-97% -$12.7M 0.04% 311
2025
Q2 		$13M Buy
537,528
+19,630
+4% +$474K 1.64% 14
2025
Q1 		$12.5M Buy
517,898
+18,709
+4% +$451K 1.76% 10
2024
Q4 		$12M Buy
+499,189
New +$12M 1.75% 12

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Novem Group's IBDR Position: Q3 2026 in Review

Novem Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026, closing a stake of 9,570 shares — an estimated $232K sold.

Novem Group first reported a position in IBDR in Q4 2024 and held it in 6 quarters. The position peaked at $13M in Q2 2025. 118 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Novem Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • Novem Group sold 9,570 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $232K.
  • Novem Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and held it in 6 quarters.
  • Novem Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $13M in Q2 2025.
  • 118 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.