PCS
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Private Client Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Private Client 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
2026
Q3 		$980K Buy
40,447
+649
+2% +$15.7K 0.26% 77
2026
Q2 		$964K Sell
39,798
-22,436
-36% -$543K 0.25% 79
2026
Q1 		$1.51M Buy
+62,234
New +$1.51M 0.45% 52

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Private Client Services's IBDR Position: Q3 2026 in Review

Private Client Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.6% in Q3 2026, buying an estimated $15.7K and bringing the position to 40,447 shares worth $980K. The position accounts for 0.26% of the portfolio, ranked #77.

Private Client Services first reported a position in IBDR in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2026. 17 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Private Client Services held 40,447 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $980K as of Q3 2026.
  • Private Client Services bought 649 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $15.7K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.26% of Private Client Services's portfolio in Q3 2026, its #77 holding.
  • Private Client Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • Private Client Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.51M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.