Oldfather Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Oldfather Financial 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
2025 Q4	$754K	Hold	31,107	–	–	0.22%	47
2025 Q3	$756K	Hold	31,107	–	–	0.24%	42
2025 Q2	$754K	Hold	31,107	–	–	0.26%	40
2025 Q1	$753K	Hold	31,107	–	–	0.29%	40
2024 Q4	$749K	Buy	+31,107	New	+$750K	0.29%	37

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

Oldfather Financial Services's IBDR Position: Q4 2025 in Review

Oldfather Financial Services held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q4 2025 at 31,107 shares worth $754K. The position accounts for 0.22% of the portfolio, ranked #47.

Oldfather Financial Services first reported a position in IBDR in Q4 2024 and has held it in 5 quarters since. The position peaked at $756K in Q3 2025. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

Oldfather Financial Services held 31,107 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $754K as of Q4 2025.
Oldfather Financial Services left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q4 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.22% of Oldfather Financial Services's portfolio in Q4 2025, its #47 holding.
Oldfather Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 5 quarters since.
Oldfather Financial Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $756K in Q3 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.