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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
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

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

SMI Advisory Services's IBDR Position: Q2 2026 in Review

SMI Advisory Services increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 21% in Q2 2026, buying an estimated $165K and bringing the position to 39,673 shares worth $959K. The position accounts for 0.16% of the portfolio, ranked #28.

SMI Advisory Services first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • SMI Advisory Services held 39,673 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $959K as of Q2 2026.
  • SMI Advisory Services bought 6,815 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $165K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.16% of SMI Advisory Services's portfolio in Q2 2026, its #28 holding.
  • SMI Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.