Wells Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wells Financial Advisors’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
2025 Q2	–	Sell	-3,200	Closed	-$77.5K	–	77
2025 Q1	$77.5K	Sell	3,200 -3,790	-54%	-$91.5K	0.11%	51
2024 Q4	$168K	Hold	6,990	–	–	0.23%	43
2024 Q3	$170K	Sell	6,990 -2,170	-24%	-$52.2K	0.23%	43
2024 Q2	$218K	Hold	9,160	–	–	0.14%	49
2024 Q1	$218K	Hold	9,160	–	–	0.15%	40
2023 Q4	$219K	Hold	9,160	–	–	0.16%	38
2023 Q3	$214K	Hold	9,160	–	–	0.17%	37
2023 Q2	$215K	Sell	9,160 -800	-8%	-$18.9K	0.16%	37
2023 Q1	$236K	Hold	9,960	–	–	0.19%	38
2022 Q4	$233K	Buy	9,960 +3,200	+47%	+$74.3K	0.19%	37
2022 Q3	$156K	Hold	6,760	–	–	0.15%	37
2022 Q2	$161K	Hold	6,760	–	–	0.15%	37
2022 Q1	$167K	Hold	6,760	–	–	0.14%	38
2021 Q4	$176K	Buy	6,760 +800	+13%	+$20.9K	0.14%	38
2021 Q3	$158K	Hold	5,960	–	–	0.13%	39
2021 Q2	$159K	Hold	5,960	–	–	0.13%	39
2021 Q1	$157K	Hold	5,960	–	–	0.14%	40
2020 Q4	$162K	Buy	+5,960	New	+$160K	0.14%	37

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Financial Advisors's IBDR Position: Q2 2025 in Review

Wells Financial Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2025, closing a stake of 3,200 shares — an estimated $77.5K sold.

Wells Financial Advisors first reported a position in IBDR in Q4 2020 and held it in 18 quarters. The position peaked at $236K in Q1 2023. 409 funds tracked by Wall St. Rank hold IBDR as of Q2 2025.

Wells Financial Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Wells Financial Advisors sold 3,200 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2025, an estimated $77.5K.
Wells Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2020 and held it in 18 quarters.
Wells Financial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $236K in Q1 2023.
409 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2025.

Based on Wells Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.