Robinson Smith Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Robinson Smith Wealth Advisors’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	$419K	Sell	17,302 -5,500	-24%	-$133K	0.25%	61
2026 Q1	$553K	Sell	22,802 -5,450	-19%	-$132K	0.37%	46
2025 Q4	$685K	Hold	28,252	–	–	0.47%	39
2025 Q3	$687K	Sell	28,252 -1,416	-5%	-$34.3K	0.49%	37
2025 Q2	$719K	Hold	29,668	–	–	0.58%	35
2025 Q1	$718K	Hold	29,668	–	–	0.6%	36
2024 Q4	$714K	Hold	29,668	–	–	0.61%	36
2024 Q3	$721K	Buy	29,668 +546	+2%	+$13.1K	0.61%	37
2024 Q2	$694K	Hold	29,122	–	–	0.61%	41
2024 Q1	$695K	Sell	29,122 -99	-0.3%	-$2.36K	0.67%	40
2023 Q4	$698K	Buy	+29,221	New	+$686K	0.69%	38

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

Robinson Smith Wealth Advisors's IBDR Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 24% in Q2 2026, selling an estimated $133K and leaving 17,302 shares worth $419K. The position accounts for 0.25% of the portfolio, ranked #61.

Robinson Smith Wealth Advisors first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $721K in Q3 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Robinson Smith Wealth Advisors held 17,302 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $419K as of Q2 2026.
Robinson Smith Wealth Advisors sold 5,500 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $133K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.25% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Robinson Smith Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $721K in Q3 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.