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RFN
Redwood Financial Network’s
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
Stock Holding History
Redwood Financial Network’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
$1.46M
Buy
60,338
+966
+2%
+$23.4K
0.96%
28
2025
Q4
$1.44M
Sell
59,372
-42
-0.1%
-$1.02K
0.92%
29
2025
Q3
$1.44M
Buy
59,414
+1,600
+3%
+$38.7K
0.91%
29
2025
Q2
$1.4M
Buy
57,814
+322
+0.6%
+$7.78K
0.95%
31
2025
Q1
$1.39M
Buy
57,492
+1,610
+3%
+$38.9K
1.06%
29
2024
Q4
$1.35M
Buy
55,882
+4,382
+9%
+$106K
1%
29
2024
Q3
$1.25M
Buy
51,500
+1,321
+3%
+$31.8K
0.98%
31
2024
Q2
$1.2M
Buy
50,179
+1,568
+3%
+$37.2K
1%
29
2024
Q1
$1.16M
Buy
48,611
+2,389
+5%
+$57K
1.01%
28
2023
Q4
$1.1M
Sell
46,222
-1,322
-3%
-$31K
1.07%
26
2023
Q3
$1.11M
Sell
47,544
-7,851
-14%
-$184K
1.18%
24
2023
Q2
$1.3M
Buy
55,395
+524
+1%
+$12.4K
1.22%
20
2023
Q1
$1.3M
Buy
54,871
+768
+1%
+$18.1K
1.32%
17
2022
Q4
$1.26M
Buy
54,103
+363
+0.7%
+$8.43K
1.43%
16
2022
Q3
$1.24M
Sell
53,740
-179
-0.3%
-$4.26K
1.42%
17
2022
Q2
$1.28M
Buy
53,919
+194
+0.4%
+$4.66K
1.4%
16
2022
Q1
$1.32M
Buy
+53,725
New
+$1.36M
1.23%
19
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HPC
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$6.93B AUM
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1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
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$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
$57.2B AUM
18.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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