Weaver Consulting Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Weaver Consulting Group’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	$2.98M	Sell	122,902 -27,037	-18%	-$655K	0.71%	37
2025 Q4	$3.63M	Sell	149,939 -7,058	-4%	-$171K	0.89%	33
2025 Q3	$3.82M	Sell	156,997 -12,077	-7%	-$292K	0.97%	27
2025 Q2	$4.1M	Sell	169,074 -11,065	-6%	-$267K	1.13%	23
2025 Q1	$4.36M	Sell	180,139 -3,876	-2%	-$93.5K	1.31%	16
2024 Q4	$4.43M	Buy	184,015 +165,843	+913%	+$4M	1.36%	17
2024 Q3	$442K	Buy	18,172 +1,250	+7%	+$30.1K	0.14%	122
2024 Q2	$403K	Hold	16,922	–	–	0.14%	126
2024 Q1	$404K	Hold	16,922	–	–	0.15%	123
2023 Q4	$404K	Buy	+16,922	New	+$397K	0.16%	111

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Weaver Consulting Group's IBDR Position: Q1 2026 in Review

Weaver Consulting Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 18% in Q1 2026, selling an estimated $655K and leaving 122,902 shares worth $2.98M. The position accounts for 0.71% of the portfolio, ranked #37.

Weaver Consulting Group first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.43M in Q4 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Weaver Consulting Group held 122,902 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.98M as of Q1 2026.
Weaver Consulting Group sold 27,037 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $655K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.71% of Weaver Consulting Group's portfolio in Q1 2026, its #37 holding.
Weaver Consulting Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Weaver Consulting Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.43M in Q4 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.