Valley Wealth Managers
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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
Q3 		$1.64M Sell
67,483
-4,635
-6% -$112K 0.09% 125
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% +$9.8K 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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
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

Valley Wealth Managers's IBDR Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.4% in Q3 2026, selling an estimated $112K and leaving 67,483 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #125.

Valley Wealth Managers first reported a position in IBDR in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.99M in Q3 2024. 94 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Valley Wealth Managers held 67,483 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.64M as of Q3 2026.
  • Valley Wealth Managers sold 4,635 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $112K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of Valley Wealth Managers's portfolio in Q3 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 18 quarters since.
  • Valley Wealth Managers's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.99M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.