Strategic Blueprint’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Strategic Blueprint’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	$770K	Buy	31,765 +10,731	+51%	+$260K	0.04%	372
2026 Q2	$510K	Buy	21,034 +4,132	+24%	+$100K	0.03%	453
2026 Q1	$410K	Sell	16,902 -220	-1%	-$5.33K	0.02%	454
2025 Q4	$415K	Sell	17,122 -7,259	-30%	-$176K	0.02%	445
2025 Q3	$592K	Buy	24,381 +1,305	+6%	+$31.6K	0.03%	452
2025 Q2	$560K	Buy	23,076 +464	+2%	+$11.2K	0.03%	426
2025 Q1	$547K	Buy	22,612 +3,873	+21%	+$93.5K	0.03%	414
2024 Q4	$451K	Buy	18,739 +26	+0.1%	+$627	0.03%	426
2024 Q3	$455K	Buy	18,713 +429	+2%	+$10.3K	0.03%	418
2024 Q2	$436K	Buy	+18,284	New	+$434K	0.03%	407

Other funds holding IBDR

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Strategic Blueprint's IBDR Position: Q3 2026 in Review

Strategic Blueprint increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 51% in Q3 2026, buying an estimated $260K and bringing the position to 31,765 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #372.

Strategic Blueprint first reported a position in IBDR in Q2 2024 and has held it in 10 quarters since. 260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Strategic Blueprint held 31,765 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $770K as of Q3 2026.
Strategic Blueprint bought 10,731 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $260K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of Strategic Blueprint's portfolio in Q3 2026, its #372 holding.
Strategic Blueprint first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and has held it in 10 quarters since.
260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.