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 Q3	$867K	Buy	35,761 +85	+0.2%	+$2.06K	0.18%	82
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Wealth Advisory Solutions's IBDR Position: Q3 2026 in Review

Wealth Advisory Solutions increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.24% in Q3 2026, buying an estimated $2.06K and bringing the position to 35,761 shares worth $867K. The position accounts for 0.18% of the portfolio, ranked #82.

Wealth Advisory Solutions first reported a position in IBDR in Q4 2019 and has held it in 11 quarters since. 92 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Wealth Advisory Solutions held 35,761 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $867K as of Q3 2026.
Wealth Advisory Solutions bought 85 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $2.06K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.18% of Wealth Advisory Solutions's portfolio in Q3 2026, its #82 holding.
Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and has held it in 11 quarters since.
92 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.