Tompkins Financial
IBDR icon

Tompkins Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Tompkins Financial’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 		$100K Hold
4,126
– – 0.01% 274
2026
Q2 		$100K Buy
+4,126
New +$100K 0.01% 271

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IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
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
InvesTrust
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
Virginia Wealth Management Group
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Tompkins Financial's IBDR Position: Q3 2026 in Review

Tompkins Financial held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 4,126 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #274.

Tompkins Financial first reported a position in IBDR in Q2 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Tompkins Financial held 4,126 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $100K as of Q3 2026.
  • Tompkins Financial left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #274 holding.
  • Tompkins Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.