Silicon Valley Capital Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Silicon Valley Capital Partners’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	$485K	Buy	20,018 +135	+0.7%	+$3.27K	0.05%	65
2025 Q4	$482K	Buy	19,883 +276	+1%	+$6.69K	0.04%	69
2025 Q3	$476K	Buy	19,607 +205	+1%	+$4.96K	0.04%	65
2025 Q2	$471K	Buy	+19,402	New	+$469K	0.05%	63
2025 Q1	–	Sell	-19,064	Closed	-$459K	–	279
2024 Q4	$459K	Buy	+19,064	New	+$460K	0.05%	62

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $57.3B AUM 18.32% 1-Year Est. Return

Silicon Valley Capital Partners's IBDR Position: Q1 2026 in Review

Silicon Valley Capital Partners increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.68% in Q1 2026, buying an estimated $3.27K and bringing the position to 20,018 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #65.

Silicon Valley Capital Partners first reported a position in IBDR in Q4 2024 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Silicon Valley Capital Partners held 20,018 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $485K as of Q1 2026.
Silicon Valley Capital Partners bought 135 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $3.27K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.05% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #65 holding.
Silicon Valley Capital Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 5 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.