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Scott Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Scott Capital Advisors’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 		$2.93M Buy
+121,202
New +$2.93M 0.42% 29

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
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

Scott Capital Advisors's IBDR Position: Q3 2026 in Review

Scott Capital Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026: 121,202 shares worth $2.93M. The stake represents 0.42% of the portfolio and ranks #29 among its holdings.

45 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Scott Capital Advisors held 121,202 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.93M as of Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Scott Capital Advisors position in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.42% of Scott Capital Advisors's portfolio in Q3 2026, its #29 holding.
  • 45 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.