SMI Advisory Services
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SMI Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

SMI Advisory Services’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 		$2.29M Buy
94,694
+55,021
+139% +$1.33M 0.37% 19
2026
Q2 		$959K Buy
39,673
+6,815
+21% +$165K 0.16% 28
2026
Q1 		$794K Buy
32,858
+1,430
+5% +$34.7K 0.13% 32
2025
Q4 		$762K Buy
+31,428
New +$762K 0.13% 30

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Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

SMI Advisory Services's IBDR Position: Q3 2026 in Review

SMI Advisory Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 139% in Q3 2026, buying an estimated $1.33M and bringing the position to 94,694 shares worth $2.29M. The position accounts for 0.37% of the portfolio, ranked #19.

SMI Advisory Services first reported a position in IBDR in Q4 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • SMI Advisory Services held 94,694 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.29M as of Q3 2026.
  • SMI Advisory Services bought 55,021 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $1.33M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.37% of SMI Advisory Services's portfolio in Q3 2026, its #19 holding.
  • SMI Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.