Prosperity Planning’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Prosperity Planning’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	–	Hold	0	–	–	–	65
2026 Q1	–	Hold	0	–	–	–	55
2025 Q4	–	Hold	0	–	–	–	54
2025 Q3	–	Hold	0	–	–	–	74
2025 Q2	–	Hold	0	–	–	–	76
2025 Q1	–	Hold	0	–	–	–	73
2024 Q4	–	Hold	0	–	–	–	77
2024 Q3	–	Hold	0	–	–	–	78
2024 Q2	–	Hold	0	–	–	–	76
2024 Q1	–	Hold	0	–	–	–	75
2023 Q4	–	Hold	0	–	–	–	74
2022 Q3	–	Hold	0	–	-$45K	–	88
2022 Q2	–	Hold	0	–	–	–	89
2022 Q1	–	Hold	0	–	–	–	91
2021 Q4	–	Hold	0	–	–	–	89
2021 Q3	–	Hold	0	–	–	–	89
2021 Q2	–	Hold	0	–	–	–	85
2021 Q1	–	Hold	0	–	–	–	78

Other funds holding IBDR

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

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return