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Planned Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Planned Solutions’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
Q2 		– Sell
-8,295
Closed -$201K – 126
2025
Q1 		$201K Buy
+8,295
New +$200K 0.08% 112

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Planned Solutions's IBDR Position: Q2 2025 in Review

Planned Solutions sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2025, closing a stake of 8,295 shares — an estimated $201K sold.

Planned Solutions first reported a position in IBDR in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 409 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

  • Planned Solutions reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Planned Solutions sold 8,295 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2025, an estimated $201K.
  • Planned Solutions first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • Planned Solutions's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $201K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on Planned Solutions's 13F filing for Q2 2025, filed 29 Jul 2025.