Valley Forge Investment Consultants’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Valley Forge Investment Consultants’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 Q1	$331K	Hold	13,672	–	–	0.1%	62
2025 Q4	$331K	Buy	13,672 +142	+1%	+$3.44K	0.1%	61
2025 Q3	$329K	Buy	13,530 +141	+1%	+$3.42K	0.1%	66
2025 Q2	$325K	Buy	13,389 +141	+1%	+$3.41K	0.1%	64
2025 Q1	$321K	Sell	13,248 -2,210	-14%	-$53.3K	0.11%	59
2024 Q4	$372K	Buy	15,458 +217	+1%	+$5.23K	0.13%	58
2024 Q3	$370K	Buy	15,241 +160	+1%	+$3.85K	0.13%	57
2024 Q2	$359K	Buy	15,081 +155	+1%	+$3.68K	0.14%	57
2024 Q1	$356K	Buy	+14,926	New	+$356K	0.14%	53

Other funds holding IBDR

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

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

SVWAG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Valley Forge Investment Consultants's IBDR Position: Q1 2026 in Review

Valley Forge Investment Consultants held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 13,672 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #62.

Valley Forge Investment Consultants first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. The position peaked at $372K in Q4 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Valley Forge Investment Consultants held 13,672 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $331K as of Q1 2026.
Valley Forge Investment Consultants left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.1% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #62 holding.
Valley Forge Investment Consultants first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Valley Forge Investment Consultants's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $372K in Q4 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.