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 Q3	–	Hold	0	–	–	–	70
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 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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Sax Wealth Advisors

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return