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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Robinson Smith Wealth Advisors's IBDR Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 19% in Q1 2026, selling an estimated $132K and leaving 22,802 shares worth $553K. The position accounts for 0.37% of the portfolio, ranked #46.

Robinson Smith Wealth Advisors first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $721K in Q3 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Robinson Smith Wealth Advisors held 22,802 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $553K as of Q1 2026.
Robinson Smith Wealth Advisors sold 5,450 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $132K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.37% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #46 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 10 quarters since.
Robinson Smith Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $721K in Q3 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.