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SC
Savant Capital’s
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
Stock Holding History
Savant Capital’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
$248K
Sell
10,239
-1,870
-15%
-$45.3K
﹤0.01%
1288
2025
Q4
$293K
Sell
12,109
-1,379
-10%
-$33.4K
﹤0.01%
1063
2025
Q3
$328K
Sell
13,488
-4,186
-24%
-$101K
﹤0.01%
982
2025
Q2
$429K
Sell
17,674
-918
-5%
-$22.2K
﹤0.01%
811
2025
Q1
$450K
Sell
18,592
-34
-0.2%
-$820
﹤0.01%
702
2024
Q4
$448K
Sell
18,626
-8,966
-32%
-$216K
﹤0.01%
928
2024
Q3
$670K
Buy
27,592
+9,236
+50%
+$222K
0.01%
770
2024
Q2
$437K
Buy
18,356
+146
+0.8%
+$3.47K
﹤0.01%
842
2024
Q1
$434K
Buy
18,210
+92
+0.5%
+$2.19K
0.01%
777
2023
Q4
$433K
Sell
18,118
-620
-3%
-$14.6K
0.01%
604
2023
Q3
$437K
Buy
18,738
+129
+0.7%
+$3.02K
0.01%
557
2023
Q2
$437K
Buy
18,609
+118
+0.6%
+$2.79K
0.01%
543
2023
Q1
$439K
Buy
18,491
+4,148
+29%
+$97.6K
0.01%
486
2022
Q4
$335
Buy
+14,343
New
+$333K
﹤0.01%
600
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1-Year Est. Return
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$25.5B AUM
19.2%
1-Year Est. Return
Mercer Global Advisors
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$67.6B AUM
18.3%
1-Year Est. Return
HPC
HM Payson & Co
Portland, Maine
$6.93B AUM
28.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
$57.2B AUM
18.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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