Wealth Advisory Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wealth Advisory Solutions’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	$864K	Buy	35,676 +1,290	+4%	+$31.2K	0.18%	78
2026 Q1	$834K	Buy	34,386 +22,960	+201%	+$556K	0.19%	77
2025 Q4	$277K	Buy	11,426 +590	+5%	+$14.3K	0.06%	114
2025 Q3	$263K	Buy	10,836 +826	+8%	+$20K	0.06%	119
2025 Q2	$243K	Hold	10,010	–	–	0.06%	126
2025 Q1	$242K	Hold	10,010	–	–	0.06%	125
2024 Q4	$241K	Buy	+10,010	New	+$241K	0.07%	113
2020 Q3	–	Sell	-16,901	Closed	-$451K	–	184
2020 Q2	$451K	Sell	16,901 -2,177	-11%	-$56.2K	0.13%	114
2020 Q1	$468K	Sell	19,078 -1,945	-9%	-$49.4K	0.16%	105
2019 Q4	$538K	Buy	+21,023	New	+$535K	0.14%	115

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

Wealth Advisory Solutions's IBDR Position: Q2 2026 in Review

Wealth Advisory Solutions increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.8% in Q2 2026, buying an estimated $31.2K and bringing the position to 35,676 shares worth $864K. The position accounts for 0.18% of the portfolio, ranked #78.

Wealth Advisory Solutions first reported a position in IBDR in Q4 2019 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Wealth Advisory Solutions held 35,676 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $864K as of Q2 2026.
Wealth Advisory Solutions bought 1,290 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $31.2K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.18% of Wealth Advisory Solutions's portfolio in Q2 2026, its #78 holding.
Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.