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SOA Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

SOA Wealth 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
Q1 		$17 Sell
1
-67
-99% -$1.62K ﹤0.01% 859
2025
Q4 		$1.64K Hold
68
– – ﹤0.01% 727
2025
Q3 		$1.65K Buy
+68
New +$1.65K ﹤0.01% 735

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SOA Wealth Advisors's IBDR Position: Q1 2026 in Review

SOA Wealth Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 99% in Q1 2026, selling an estimated $1.62K and leaving 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #859.

SOA Wealth Advisors first reported a position in IBDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.65K in Q3 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • SOA Wealth Advisors held 1 share of iShares iBonds Dec 2026 Term Corporate ETF worth $17 as of Q1 2026.
  • SOA Wealth Advisors sold 67 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.62K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #859 holding.
  • SOA Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • SOA Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.65K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.