Wealth Enhancement Advisory Services
IBDR icon

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

Wealth Enhancement Advisory Services’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 		$4.51M Sell
186,436
-10,623
-5% -$257K 0.01% 1157
2026
Q2 		$4.77M Sell
197,059
-7,457
-4% -$181K 0.01% 1040
2026
Q1 		$4.94M Sell
204,516
-417,514
-67% -$10.1M 0.01% 906
2025
Q4 		$15.1M Sell
622,030
-26,502
-4% -$642K 0.02% 560
2025
Q3 		$15.7M Sell
648,532
-110,769
-15% -$2.68M 0.02% 512
2025
Q2 		$18.4M Buy
759,301
+407,809
+116% +$9.9M 0.03% 444
2025
Q1 		$8.51M Buy
351,492
+37,066
+12% +$894K 0.02% 639
2024
Q4 		$7.57M Buy
314,426
+250,607
+393% +$6.04M 0.01% 648
2024
Q3 		$1.55M Buy
63,819
+6,671
+12% +$161K ﹤0.01% 1177
2024
Q2 		$1.36M Buy
57,148
+6,672
+13% +$158K ﹤0.01% 1149
2024
Q1 		$1.2M Buy
50,476
+10,253
+25% +$244K ﹤0.01% 1155
2023
Q4 		$961K Buy
40,223
+13,918
+53% +$327K ﹤0.01% 1195
2023
Q3 		$614K Buy
+26,305
New +$616K ﹤0.01% 1320

Other funds holding IBDR

Lido Advisors
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBDR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 5.4% in Q3 2026, selling an estimated $257K and leaving 186,436 shares worth $4.51M. The position accounts for 0.01% of the portfolio, ranked #1157.

Wealth Enhancement Advisory Services first reported a position in IBDR in Q3 2023 and has held it in 13 quarters since. The position peaked at $18.4M in Q2 2025. 260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 186,436 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.51M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 10,623 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $257K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1157 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $18.4M in Q2 2025.
  • 260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

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