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 Q2	–	Sell	-60,338	Closed	-$1.46M	–	194
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

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Redwood Financial Network's IBDR Position: Q2 2026 in Review

Redwood Financial Network sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 60,338 shares — an estimated $1.46M sold.

Redwood Financial Network first reported a position in IBDR in Q1 2022 and held it in 17 quarters. The position peaked at $1.46M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Redwood Financial Network reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Redwood Financial Network sold 60,338 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.46M.
Redwood Financial Network first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2022 and held it in 17 quarters.
Redwood Financial Network's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.46M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.