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 Q3	–	Sell	-34,389	Closed	-$833K	–	311
2026 Q2	$833K	Sell	34,389 -88,513	-72%	-$2.14M	0.17%	117
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

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

VWMG

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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Weaver Consulting Group's IBDR Position: Q3 2026 in Review

Weaver Consulting Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026, closing a stake of 34,389 shares — an estimated $833K sold.

Weaver Consulting Group first reported a position in IBDR in Q4 2023 and held it in 11 quarters. The position peaked at $4.43M in Q4 2024. 79 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Weaver Consulting Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Weaver Consulting Group sold 34,389 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $833K.
Weaver Consulting Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 11 quarters.
Weaver Consulting Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.43M in Q4 2024.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.