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

Scissortail Wealth Management’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	$3.38M	Buy	139,693 +3,727	+3%	+$90.2K	0.65%	43
2026 Q1	$3.3M	Buy	135,966 +20,777	+18%	+$503K	0.66%	48
2025 Q4	$2.79M	Buy	115,189 +8,452	+8%	+$205K	0.64%	43
2025 Q3	$2.59M	Buy	106,737 +1,271	+1%	+$30.8K	0.57%	46
2025 Q2	$2.56M	Sell	105,466 -400	-0.4%	-$9.66K	0.61%	47
2025 Q1	$2.56M	Buy	105,866 +19,432	+22%	+$469K	0.66%	47
2024 Q4	$2.08M	Buy	86,434 +86,345	+97,017%	+$2.08M	0.53%	49
2024 Q3	$2.11M	Sell	89 -84,312	-100%	-$2.03M	0.51%	52
2024 Q2	$2.01M	Sell	84,401 -765	-0.9%	-$18.2K	0.51%	51
2024 Q1	$2.03M	Buy	85,166 +3,780	+5%	+$90.1K	0.54%	50
2023 Q4	$1.95M	Buy	81,386 +13,095	+19%	+$307K	0.62%	39
2023 Q3	$1.59M	Buy	+68,291	New	+$1.6M	1.25%	23

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

Scissortail Wealth Management's IBDR Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.7% in Q2 2026, buying an estimated $90.2K and bringing the position to 139,693 shares worth $3.38M. The position accounts for 0.65% of the portfolio, ranked #43.

Scissortail Wealth Management first reported a position in IBDR in Q3 2023 and has held it in 12 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Scissortail Wealth Management held 139,693 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.38M as of Q2 2026.
Scissortail Wealth Management bought 3,727 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $90.2K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.65% of Scissortail Wealth Management's portfolio in Q2 2026, its #43 holding.
Scissortail Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.