SignatureFD
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SignatureFD’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

SignatureFD’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 		$644K Sell
26,562
-10,790
-29% -$261K 0.01% 600
2026
Q2 		$905K Buy
37,352
+11,401
+44% +$276K 0.01% 473
2026
Q1 		$629K Buy
25,951
+16,287
+169% +$395K 0.01% 529
2025
Q4 		$234K Buy
9,664
+369
+4% +$8.95K ﹤0.01% 880
2025
Q3 		$226K Buy
9,295
+7,222
+348% +$175K ﹤0.01% 898
2025
Q2 		$50.3K Hold
2,073
– – ﹤0.01% 1579
2025
Q1 		$50.2K Buy
2,073
+1,658
+400% +$40K ﹤0.01% 1565
2024
Q4 		$10K Sell
415
-185
-31% -$4.46K ﹤0.01% 2363
2024
Q3 		$14.6K Sell
600
-1,000
-63% -$24.1K ﹤0.01% 2191
2024
Q2 		$38.1K Sell
1,600
-1,155
-42% -$27.4K ﹤0.01% 1644
2024
Q1 		$65.7K Buy
+2,755
New +$65.7K ﹤0.01% 1409
2022
Q4 		– Sell
-220
Closed -$5K – 3338
2022
Q3 		$5K Buy
+220
New +$5.24K ﹤0.01% 2435

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

SignatureFD's IBDR Position: Q3 2026 in Review

SignatureFD reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 29% in Q3 2026, selling an estimated $261K and leaving 26,562 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #600.

SignatureFD first reported a position in IBDR in Q3 2022 and has held it in 12 quarters since. The position peaked at $905K in Q2 2026. 142 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • SignatureFD held 26,562 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $644K as of Q3 2026.
  • SignatureFD sold 10,790 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $261K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of SignatureFD's portfolio in Q3 2026, its #600 holding.
  • SignatureFD first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 12 quarters since.
  • SignatureFD's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $905K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.