Venture Visionary Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Venture Visionary Partners’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	$16M	Sell	662,326 -201,681	-23%	-$4.88M	0.45%	59
2026 Q1	$20.9M	Buy	864,007 +34,450	+4%	+$835K	0.7%	29
2025 Q4	$20.2M	Buy	829,557 +84,519	+11%	+$2.05M	0.66%	31
2025 Q3	$18.1M	Sell	745,038 -192,522	-21%	-$4.66M	0.62%	35
2025 Q2	$22.7M	Buy	937,560 +126,415	+16%	+$3.05M	0.85%	25
2025 Q1	$19.6M	Sell	811,145 -8,781	-1%	-$212K	0.82%	26
2024 Q4	$19.7M	Buy	+819,926	New	+$19.8M	0.84%	25
2024 Q3	–	Hold	0	–	–	–	28
2024 Q2	–	Sell	-689,184	Closed	-$16.4M	–	25
2024 Q1	$16.4M	Buy	689,184 +151,271	+28%	+$3.61M	0.78%	27
2023 Q4	$12.9M	Buy	+537,913	New	+$12.6M	0.68%	31
2023 Q3	–	Hold	0	–	–	–	23
2023 Q2	–	Hold	0	–	–	–	23
2023 Q1	–	Hold	0	–	–	–	25
2022 Q4	–	Sell	-94,795	Closed	-$2.2M	–	23
2022 Q3	$2.19M	Buy	+94,795	New	+$2.26M	0.18%	113

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

Venture Visionary Partners's IBDR Position: Q2 2026 in Review

Venture Visionary Partners reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 23% in Q2 2026, selling an estimated $4.88M and leaving 662,326 shares worth $16M. The position accounts for 0.45% of the portfolio, ranked #59.

Venture Visionary Partners first reported a position in IBDR in Q3 2022 and has held it in 10 quarters since. The position peaked at $22.7M in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Venture Visionary Partners held 662,326 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $16M as of Q2 2026.
Venture Visionary Partners sold 201,681 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $4.88M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.45% of Venture Visionary Partners's portfolio in Q2 2026, its #59 holding.
Venture Visionary Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 10 quarters since.
Venture Visionary Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $22.7M in Q2 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.