Robbins Farley’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Robbins Farley’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	$34.1K	Sell	1,405 -207	-13%	-$5.01K	0.01%	99
2026 Q2	$39.1K	Buy	1,612 +32	+2%	+$775	0.02%	93
2026 Q1	$38.3K	Hold	1,580	–	–	0.02%	86
2025 Q4	$38.3K	Buy	1,580 +273	+21%	+$6.62K	0.02%	88
2025 Q3	$31.8K	Buy	1,307 +2	+0.2%	+$48	0.01%	94
2025 Q2	$31.6K	Hold	1,305	–	–	0.01%	91
2025 Q1	$31.6K	Hold	1,305	–	–	0.02%	86
2024 Q4	$31.4K	Buy	1,305 +72	+6%	+$1.74K	0.02%	91
2024 Q3	$30K	Buy	1,233 +106	+9%	+$2.55K	0.02%	88
2024 Q2	$26.8K	Sell	1,127 -185	-14%	-$4.39K	0.01%	90
2024 Q1	$31.3K	Hold	1,312	–	–	0.02%	90
2023 Q4	$31.4K	Hold	1,312	–	–	0.02%	88
2023 Q3	$30.6K	Sell	1,312 -114	-8%	-$2.67K	0.02%	91
2023 Q2	$33.5K	Hold	1,426	–	–	0.02%	80
2023 Q1	$33.8K	Buy	+1,426	New	+$33.6K	0.02%	80

Other funds holding IBDR

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Robbins Farley's IBDR Position: Q3 2026 in Review

Robbins Farley reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 13% in Q3 2026, selling an estimated $5.01K and leaving 1,405 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #99.

Robbins Farley first reported a position in IBDR in Q1 2023 and has held it in 15 quarters since. The position peaked at $39.1K in Q2 2026. 92 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Robbins Farley held 1,405 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $34.1K as of Q3 2026.
Robbins Farley sold 207 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $5.01K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Robbins Farley's portfolio in Q3 2026, its #99 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
Robbins Farley's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $39.1K in Q2 2026.
92 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Robbins Farley's 13F filing for Q3 2026, filed 21 Oct 2026.