WJ Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

WJ Wealth Management’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 Q3	–	Sell	-153,720	Closed	-$3.73M	–	86
2025 Q2	$3.73M	Sell	153,720 -96,938	-39%	-$2.34M	1.18%	26
2025 Q1	$6.07M	Sell	250,658 -269,696	-52%	-$6.51M	2.15%	16
2024 Q4	$12.5M	Buy	520,354 +991	+0.2%	+$23.9K	4.31%	7
2024 Q3	$12.6M	Buy	519,363 +85,132	+20%	+$2.05M	4.44%	8
2024 Q2	$10.3M	Buy	434,231 +17,879	+4%	+$425K	3.76%	10
2024 Q1	$9.93M	Buy	416,352 +88,446	+27%	+$2.11M	3.95%	9
2023 Q4	$7.84M	Buy	+327,906	New	+$7.7M	3.41%	9

Other funds holding IBDR

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SVWA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WJ Wealth Management's IBDR Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 153,720 shares — an estimated $3.73M sold.

WJ Wealth Management first reported a position in IBDR in Q4 2023 and held it in 7 quarters. The position peaked at $12.6M in Q3 2024. 402 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

WJ Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 153,720 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $3.73M.
WJ Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 7 quarters.
WJ Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $12.6M in Q3 2024.
402 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.