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REDW Wealth’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

REDW Wealth’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
2024
Q4 		– Sell
-11,035
Closed -$268K – 129
2024
Q3 		$268K Buy
11,035
+534
+5% +$12.9K 0.07% 139
2024
Q2 		$250K Buy
10,501
+200
+2% +$4.75K 0.07% 141
2024
Q1 		$246K Buy
10,301
+1,159
+13% +$27.6K 0.07% 142
2023
Q4 		$218K Sell
9,142
-1,783
-16% -$41.9K 0.06% 141
2023
Q3 		$255K Buy
+10,925
New +$256K 0.08% 117

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

REDW Wealth's IBDR Position: Q4 2024 in Review

REDW Wealth sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2024, closing a stake of 11,035 shares — an estimated $268K sold.

REDW Wealth first reported a position in IBDR in Q3 2023 and held it in 5 quarters. The position peaked at $268K in Q3 2024. 367 funds tracked by Wall St. Rank hold IBDR as of Q4 2024.

  • REDW Wealth reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 11,035 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2024, an estimated $268K.
  • REDW Wealth first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • REDW Wealth's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $268K in Q3 2024.
  • 367 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.