Twin Cities Retirement Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Twin Cities Retirement Group’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 Q2	–	Sell	-35,872	Closed	-$870K	–	23
2026 Q1	$870K	Buy	35,872 +169	+0.5%	+$4.09K	0.8%	19
2025 Q4	$865K	Buy	+35,703	New	+$866K	0.83%	19

Other funds holding IBDR

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM