WAS
IBDR icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return