Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Paradigm Strategies in 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 Q2	–	Sell	-18,449	Closed	-$447K	–	62
2026 Q1	$447K	Sell	18,449 -31,561	-63%	-$765K	0.3%	37
2025 Q4	$1.21M	Sell	50,010 -7,149	-13%	-$173K	0.8%	22
2025 Q3	$1.39M	Sell	57,159 -5,484	-9%	-$133K	0.89%	20
2025 Q2	$1.52M	Sell	62,643 -1,403	-2%	-$33.9K	0.99%	20
2025 Q1	$1.55M	Sell	64,046 -4,859	-7%	-$117K	1.05%	19
2024 Q4	$1.66M	Buy	+68,905	New	+$1.66M	1.09%	18
2024 Q3	–	Sell	-74,697	Closed	-$1.8M	–	17
2024 Q2	$1.78M	Sell	74,697 -103	-0.1%	-$2.45K	1.09%	15
2024 Q1	$1.78M	Buy	74,800 +2,328	+3%	+$55.5K	1.1%	16
2023 Q4	$1.73M	Buy	72,472 +13,329	+23%	+$313K	1.14%	15
2023 Q3	$1.38M	Buy	+59,143	New	+$1.38M	0.88%	19

Other funds holding IBDR

HPC

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBDR Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 18,449 shares — an estimated $447K sold.

Paradigm Strategies in Wealth Management first reported a position in IBDR in Q3 2023 and held it in 10 quarters. The position peaked at $1.78M in Q1 2024. 115 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 18,449 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $447K.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and held it in 10 quarters.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.78M in Q1 2024.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.