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 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 $1.37T 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 Wealth Managers's IBDR Position: Q1 2026 in Review

Valley Wealth Managers increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q1 2026, buying an estimated $18.8K and bringing the position to 76,792 shares worth $1.86M. The position accounts for 0.12% of the portfolio, ranked #119.

Valley Wealth Managers first reported a position in IBDR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.99M in Q3 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Valley Wealth Managers held 76,792 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.86M as of Q1 2026.
Valley Wealth Managers bought 777 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $18.8K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.12% of Valley Wealth Managers's portfolio in Q1 2026, its #119 holding.
Valley Wealth Managers first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.99M in Q3 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.