RBFC
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Roman Butler Fullerton & Co’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Roman Butler Fullerton & Co’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
2025
Q3 		– Hold
0
– – – 249
2025
Q1 		– Hold
0
– – – 197
2024
Q4 		– Hold
0
– – – 217
2024
Q3 		– Hold
0
– – – 222

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Mercer Global Advisors
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HPC
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LPL Financial
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Raymond James Financial
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SVWAG
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SVWA
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Royal Bank of Canada
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