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S.E.E.D. Planning Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

S.E.E.D. Planning Group’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 		$428K Sell
17,644
-1,022
-5% -$24.7K 0.1% 75
2026
Q2 		$452K Buy
+18,666
New +$452K 0.12% 77

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

S.E.E.D. Planning Group's IBDR Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 5.5% in Q3 2026, selling an estimated $24.7K and leaving 17,644 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #75.

S.E.E.D. Planning Group first reported a position in IBDR in Q2 2026 and has held it in 2 quarters since. The position peaked at $452K in Q2 2026. 23 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • S.E.E.D. Planning Group held 17,644 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $428K as of Q3 2026.
  • S.E.E.D. Planning Group sold 1,022 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $24.7K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.1% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #75 holding.
  • S.E.E.D. Planning Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • S.E.E.D. Planning Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $452K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.