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

Stephens Consulting’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
2025 Q4	$37.4K	Buy	1,544 +21	+1%	+$509	0.01%	156
2025 Q3	$37K	Buy	1,523 +16	+1%	+$387	0.01%	151
2025 Q2	$36.5K	Sell	1,507 -185	-11%	-$4.47K	0.01%	216
2025 Q1	$41K	Buy	1,692 +10	+0.6%	+$241	0.01%	205
2024 Q4	$40.5K	Buy	1,682 +21	+1%	+$506	0.01%	203
2024 Q3	$40.4K	Buy	1,661 +15	+0.9%	+$361	0.01%	204
2024 Q2	$39.2K	Buy	1,646 +15	+0.9%	+$356	0.01%	203
2024 Q1	$38.9K	Buy	1,631 +9	+0.6%	+$215	0.01%	197
2023 Q4	$38.8K	Buy	1,622 +219	+16%	+$5.14K	0.01%	199
2023 Q3	$32.7K	Buy	1,403 +12	+0.9%	+$281	0.01%	208
2023 Q2	$32.6K	Buy	1,391 +11	+0.8%	+$260	0.01%	204
2023 Q1	$32.7K	Buy	+1,380	New	+$32.5K	0.02%	210

Other funds holding IBDR

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

HPC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Align Financial Hermantown, Minnesota $176M AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Stephens Consulting's IBDR Position: Q4 2025 in Review

Stephens Consulting increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.4% in Q4 2025, buying an estimated $509 and bringing the position to 1,544 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #156.

Stephens Consulting first reported a position in IBDR in Q1 2023 and has held it in 12 quarters since. The position peaked at $41K in Q1 2025. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

Stephens Consulting held 1,544 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $37.4K as of Q4 2025.
Stephens Consulting bought 21 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $509.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #156 holding.
Stephens Consulting first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 12 quarters since.
Stephens Consulting's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $41K in Q1 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.