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

Riverchase Wealth Management’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	$2.63M	Buy	108,551 +3,427	+3%	+$83K	1.23%	15
2026 Q1	$2.55M	Sell	105,124 -155	-0.1%	-$3.76K	1.33%	14
2025 Q4	$2.55M	Buy	105,279 +7,664	+8%	+$186K	1.39%	13
2025 Q3	$2.37M	Buy	97,615 +13,123	+16%	+$318K	1.34%	14
2025 Q2	$2.05M	Buy	84,492 +10,161	+14%	+$245K	1.3%	18
2025 Q1	$1.8M	Buy	74,331 +7,596	+11%	+$183K	1.26%	17
2024 Q4	$1.61M	Buy	+66,735	New	+$1.61M	1.2%	17

Other funds holding IBDR

HPC

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

GWA

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Riverchase Wealth Management's IBDR Position: Q2 2026 in Review

Riverchase Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.3% in Q2 2026, buying an estimated $83K and bringing the position to 108,551 shares worth $2.63M. The position accounts for 1.23% of the portfolio, ranked #15.

Riverchase Wealth Management first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Riverchase Wealth Management held 108,551 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.63M as of Q2 2026.
Riverchase Wealth Management bought 3,427 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $83K.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.23% of Riverchase Wealth Management's portfolio in Q2 2026, its #15 holding.
Riverchase Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.