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Virginia Wealth Management Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Virginia Wealth Management Group’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 		– Sell
-199,615
Closed -$4.83M – 9
2026
Q1 		$4.84M Sell
199,615
-970
-0.5% -$23.5K 2.59% 16
2025
Q4 		$4.86M Buy
200,585
+6,240
+3% +$151K 2.84% 14
2025
Q3 		$4.72M Buy
194,345
+15,160
+8% +$367K 2.72% 17
2025
Q2 		$4.35M Buy
179,185
+4,480
+3% +$108K 2.64% 18
2025
Q1 		$4.23M Buy
174,705
+20,200
+13% +$487K 2.61% 17
2024
Q4 		$3.72M Buy
154,505
+19,385
+14% +$467K 2.3% 22
2024
Q3 		$3.28M Buy
+135,120
New +$3.25M 2.06% 29
2024
Q2 		– Sell
-127,120
Closed -$3.02M – 18
2024
Q1 		$3.03M Sell
127,120
-3,785
-3% -$90.2K 2.48% 18
2023
Q4 		$3.13M Sell
130,905
-2,325
-2% -$54.6K 2.73% 15
2023
Q3 		$3.11M Buy
133,230
+6,375
+5% +$149K 2.1% 24
2023
Q2 		$2.98M Buy
126,855
+2,140
+2% +$50.6K 2.04% 25
2023
Q1 		$2.96M Buy
124,715
+4,575
+4% +$108K 2.03% 23
2022
Q4 		$2.81M Buy
120,140
+32,425
+37% +$753K 1.94% 24
2022
Q3 		$2.03M Buy
87,715
+13,780
+19% +$328K 1.51% 37
2022
Q2 		$1.76M Sell
73,935
-6,440
-8% -$155K 1.69% 35
2022
Q1 		$1.96M Buy
80,375
+6,825
+9% +$173K 1.76% 34
2021
Q4 		$1.92M Buy
+73,550
New +$1.93M 1.73% 27

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
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

Virginia Wealth Management Group's IBDR Position: Q2 2026 in Review

Virginia Wealth Management Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 199,615 shares — an estimated $4.83M sold.

Virginia Wealth Management Group first reported a position in IBDR in Q4 2021 and held it in 17 quarters. The position peaked at $4.86M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Virginia Wealth Management Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Virginia Wealth Management Group sold 199,615 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $4.83M.
  • Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and held it in 17 quarters.
  • Virginia Wealth Management Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.86M in Q4 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.