RVW Wealth’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

RVW Wealth’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	$28.2M	Buy	1,165,091 +24,546	+2%	+$594K	1.86%	17
2026 Q1	$27.6M	Sell	1,140,545 -177,816	-13%	-$4.31M	2.15%	15
2025 Q4	$31.9M	Buy	1,318,361 +182,386	+16%	+$4.42M	2.44%	11
2025 Q3	$27.6M	Buy	1,135,975 +44,040	+4%	+$1.07M	2.16%	13
2025 Q2	$26.5M	Buy	1,091,935 +70,253	+7%	+$1.7M	2.25%	10
2025 Q1	$24.7M	Buy	1,021,682 +62,096	+6%	+$1.5M	2.33%	12
2024 Q4	$23.1M	Buy	959,586 +79,163	+9%	+$1.91M	2.15%	16
2024 Q3	$21.4M	Buy	880,423 +82,769	+10%	+$1.99M	1.99%	17
2024 Q2	$19M	Buy	797,654 +60,895	+8%	+$1.45M	1.9%	20
2024 Q1	$17.6M	Sell	736,759 -14,049	-2%	-$335K	1.81%	20
2023 Q4	$17.9M	Sell	750,808 -47,279	-6%	-$1.11M	1.97%	20
2023 Q3	$18.6M	Sell	798,087 -7,435	-0.9%	-$174K	2.25%	13
2023 Q2	$18.9M	Buy	805,522 +3,257	+0.4%	+$76.9K	2.23%	17
2023 Q1	$19M	Sell	802,265 -15,744	-2%	-$371K	2.36%	17
2022 Q4	$19.1M	Buy	818,009 +471,127	+136%	+$10.9M	2.43%	17
2022 Q3	$8.01M	Sell	346,882 -9,168	-3%	-$218K	1.12%	33
2022 Q2	$8.47M	Sell	356,050 -381,934	-52%	-$9.18M	1.13%	32
2022 Q1	$18.2M	Buy	737,984 +9,667	+1%	+$244K	2.1%	20
2021 Q4	$19M	Buy	728,317 +433,435	+147%	+$11.3M	2.12%	20
2021 Q3	$8M	Buy	294,882 +249,138	+545%	+$6.63M	0.96%	31
2021 Q2	$1M	Sell	45,744 -2,763	-6%	-$73.3K	0.13%	63
2021 Q1	$1M	Buy	48,507 +13,374	+38%	+$358K	0.13%	75
2020 Q4	$1M	Buy	35,133 +1,625	+5%	+$43.7K	0.15%	69
2020 Q3	$899K	Buy	33,508 +14,239	+74%	+$383K	0.15%	62
2020 Q2	$514K	Hold	19,269	–	–	0.09%	70
2020 Q1	$473K	Sell	19,269 -5,129	-21%	-$130K	0.11%	75
2019 Q4	$624K	Buy	24,398 +650	+3%	+$16.5K	0.14%	57
2019 Q3	$605K	Buy	23,748 +1,296	+6%	+$32.7K	0.14%	56
2019 Q2	$563K	Hold	22,452	–	–	0.13%	47
2019 Q1	$544K	Buy	+22,452	New	+$531K	0.14%	47

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

RVW Wealth's IBDR Position: Q2 2026 in Review

RVW Wealth increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.2% in Q2 2026, buying an estimated $594K and bringing the position to 1,165,091 shares worth $28.2M. The position accounts for 1.86% of the portfolio, ranked #17.

RVW Wealth first reported a position in IBDR in Q1 2019 and has held it in 30 quarters since. The position peaked at $31.9M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

RVW Wealth held 1,165,091 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $28.2M as of Q2 2026.
RVW Wealth bought 24,546 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $594K.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.86% of RVW Wealth's portfolio in Q2 2026, its #17 holding.
RVW Wealth first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
RVW Wealth's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $31.9M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.