Valley Wealth Managers’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Valley Wealth Managers’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	$1.75M	Sell	72,118 -4,674	-6%	-$113K	0.1%	125
2026 Q1	$1.86M	Buy	76,792 +777	+1%	+$18.8K	0.12%	119
2025 Q4	$1.84M	Buy	76,015 +752	+1%	+$18.2K	0.12%	119
2025 Q3	$1.83M	Sell	75,263 -1,690	-2%	-$40.9K	0.12%	115
2025 Q2	$1.87M	Buy	76,953 +33	+0%	+$797	0.13%	113
2025 Q1	$1.86M	Sell	76,920 -3,930	-5%	-$94.8K	0.14%	113
2024 Q4	$1.95M	Sell	80,850 -878	-1%	-$21.2K	0.15%	112
2024 Q3	$1.99M	Buy	81,728 +29	+0%	+$698	0.15%	113
2024 Q2	$1.95M	Buy	81,699 +1,692	+2%	+$40.2K	0.16%	114
2024 Q1	$1.91M	Sell	80,007 -484	-0.6%	-$11.5K	0.14%	113
2023 Q4	$1.92M	Buy	80,491 +656	+0.8%	+$15.4K	0.15%	112
2023 Q3	$1.86M	Sell	79,835 -4,130	-5%	-$96.7K	0.16%	113
2023 Q2	$1.97M	Buy	83,965 +1,767	+2%	+$41.7K	0.18%	95
2023 Q1	$1.95M	Buy	82,198 +415	+0.5%	+$9.77K	0.18%	96
2022 Q4	$1.91M	Sell	81,783 -1,879	-2%	-$43.6K	0.18%	97
2022 Q3	$1.93M	Buy	83,662 +5,831	+7%	+$139K	0.19%	96
2022 Q2	$1.85M	Buy	+77,831	New	+$1.87M	0.17%	97

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Valley Wealth Managers's IBDR Position: Q2 2026 in Review

Valley Wealth Managers reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.1% in Q2 2026, selling an estimated $113K and leaving 72,118 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #125.

Valley Wealth Managers first reported a position in IBDR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.99M in Q3 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Valley Wealth Managers held 72,118 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.75M as of Q2 2026.
Valley Wealth Managers sold 4,674 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $113K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.1% of Valley Wealth Managers's portfolio in Q2 2026, its #125 holding.
Valley Wealth Managers first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Valley Wealth Managers's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.99M in Q3 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.