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 Q3	$419K	Hold	17,302	–	–	0.26%	62
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Robinson Smith Wealth Advisors's IBDR Position: Q3 2026 in Review

Robinson Smith Wealth Advisors held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 17,302 shares worth $419K. The position accounts for 0.26% of the portfolio, ranked #62.

Robinson Smith Wealth Advisors first reported a position in IBDR in Q4 2023 and has held it in 12 quarters since. The position peaked at $721K in Q3 2024. 385 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Robinson Smith Wealth Advisors held 17,302 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $419K as of Q3 2026.
Robinson Smith Wealth Advisors left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.26% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #62 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 12 quarters since.
Robinson Smith Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $721K in Q3 2024.
385 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.