Ranch Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ranch Capital Advisors’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 Q1	$797K	Buy	32,887 +2,017	+7%	+$48.9K	0.29%	81
2025 Q4	$748K	Buy	30,870 +538	+2%	+$13K	0.28%	87
2025 Q3	$737K	Buy	30,332 +1,643	+6%	+$39.8K	0.29%	79
2025 Q2	$696K	Sell	28,689 -421	-1%	-$10.2K	0.3%	79
2025 Q1	$705K	Sell	29,110 -1,687	-5%	-$40.7K	0.33%	75
2024 Q4	$741K	Buy	30,797 +832	+3%	+$20.1K	0.35%	70
2024 Q3	$728K	Buy	29,965 +7,071	+31%	+$170K	0.34%	78
2024 Q2	$545K	Buy	22,894 +3,034	+15%	+$72K	0.29%	88
2024 Q1	$474K	Buy	19,860 +2,047	+11%	+$48.8K	0.26%	97
2023 Q4	$426K	Sell	17,813 -697	-4%	-$16.4K	0.27%	101
2023 Q3	$432K	Buy	18,510 +595	+3%	+$13.9K	0.3%	98
2023 Q2	$420K	Buy	17,915 +775	+5%	+$18.3K	0.3%	99
2023 Q1	$407K	Buy	17,140 +1,140	+7%	+$26.8K	0.3%	99
2022 Q4	$374K	Buy	+16,000	New	+$371K	0.29%	101

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ranch Capital Advisors's IBDR Position: Q1 2026 in Review

Ranch Capital Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.5% in Q1 2026, buying an estimated $48.9K and bringing the position to 32,887 shares worth $797K. The position accounts for 0.29% of the portfolio, ranked #81.

Ranch Capital Advisors first reported a position in IBDR in Q4 2022 and has held it in 14 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Ranch Capital Advisors held 32,887 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $797K as of Q1 2026.
Ranch Capital Advisors bought 2,017 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $48.9K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.29% of Ranch Capital Advisors's portfolio in Q1 2026, its #81 holding.
Ranch Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.