Trinity Wealth Management
IBDR icon

Trinity Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Trinity Wealth Management’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 		$235K Hold
9,708
– – 0.07% 82
2026
Q2 		$235K Hold
9,708
– – 0.07% 71
2026
Q1 		$235K Hold
9,708
– – 0.09% 64
2025
Q4 		$235K Buy
+9,708
New +$235K 0.09% 61

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Sigma Investment Counselors
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RVW Wealth
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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
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Trinity Wealth Management's IBDR Position: Q3 2026 in Review

Trinity Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 9,708 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #82.

Trinity Wealth Management first reported a position in IBDR in Q4 2025 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Trinity Wealth Management held 9,708 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $235K as of Q3 2026.
  • Trinity Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.07% of Trinity Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Trinity Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.