VestGen Advisors
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VestGen Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

VestGen Advisors’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 		$256K Buy
10,565
+59
+0.6% +$1.43K 0.01% 872
2026
Q2 		$255K Buy
10,506
+19
+0.2% +$460 0.01% 926
2026
Q1 		$254K Buy
10,487
+79
+0.8% +$1.91K 0.01% 912
2025
Q4 		$252K Buy
+10,408
New +$252K 0.01% 643

Other funds holding IBDR

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

VestGen Advisors's IBDR Position: Q3 2026 in Review

VestGen Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.56% in Q3 2026, buying an estimated $1.43K and bringing the position to 10,565 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #872.

VestGen Advisors first reported a position in IBDR in Q4 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • VestGen Advisors held 10,565 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $256K as of Q3 2026.
  • VestGen Advisors bought 59 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $1.43K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #872 holding.
  • VestGen Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.