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 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%	+$9.85M	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

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 Enhancement Advisory Services's IBDR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.6% in Q2 2026, selling an estimated $181K and leaving 197,059 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #1040.

Wealth Enhancement Advisory Services first reported a position in IBDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.4M in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Wealth Enhancement Advisory Services held 197,059 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.77M as of Q2 2026.
Wealth Enhancement Advisory Services sold 7,457 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $181K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1040 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 12 quarters since.
Wealth Enhancement Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $18.4M in Q2 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.