Ranch Capital Advisors
IBDR icon

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
Q3 		$823K Buy
33,949
+570
+2% +$13.8K 0.25% 87
2026
Q2 		$809K Buy
33,379
+492
+1% +$11.9K 0.26% 83
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

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Ranch Capital Advisors's IBDR Position: Q3 2026 in Review

Ranch Capital Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.7% in Q3 2026, buying an estimated $13.8K and bringing the position to 33,949 shares worth $823K. The position accounts for 0.25% of the portfolio, ranked #87.

Ranch Capital Advisors first reported a position in IBDR in Q4 2022 and has held it in 16 quarters since. 297 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Ranch Capital Advisors held 33,949 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $823K as of Q3 2026.
  • Ranch Capital Advisors bought 570 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $13.8K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.25% of Ranch Capital Advisors's portfolio in Q3 2026, its #87 holding.
  • Ranch Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Ranch Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.