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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return