Willis Johnson & Associates’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Willis Johnson & Associates’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	–	Sell	-13,440	Closed	-$326K	–	203
2025 Q4	$326K	Hold	13,440	–	–	0.02%	137
2025 Q3	$327K	Hold	13,440	–	–	0.02%	133
2025 Q2	$326K	Hold	13,440	–	–	0.02%	120
2025 Q1	$325K	Hold	13,440	–	–	0.02%	119
2024 Q4	$324K	Hold	13,440	–	–	0.02%	112
2024 Q3	$327K	Hold	13,440	–	–	0.02%	119
2024 Q2	$320K	Sell	13,440 -3,700	-22%	-$87.9K	0.03%	115
2024 Q1	$409K	Hold	17,140	–	–	0.04%	100
2023 Q4	$410K	Hold	17,140	–	–	0.04%	92
2023 Q3	$400K	Hold	17,140	–	–	0.04%	87
2023 Q2	$402K	Hold	17,140	–	–	0.04%	86
2023 Q1	$407K	Buy	+17,140	New	+$403K	0.05%	80

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

Willis Johnson & Associates's IBDR Position: Q1 2026 in Review

Willis Johnson & Associates sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 13,440 shares — an estimated $326K sold.

Willis Johnson & Associates first reported a position in IBDR in Q1 2023 and held it in 12 quarters. The position peaked at $410K in Q4 2023. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Willis Johnson & Associates reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Willis Johnson & Associates sold 13,440 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $326K.
Willis Johnson & Associates first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and held it in 12 quarters.
Willis Johnson & Associates's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $410K in Q4 2023.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.