Woodley Farra Manion Portfolio Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Woodley Farra Manion Portfolio 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
2026 Q1	$714K	Buy	29,441 +6,489	+28%	+$157K	0.03%	84
2025 Q4	$556K	Buy	22,952 +3,299	+17%	+$80K	0.03%	83
2025 Q3	$478K	Buy	19,653 +3,172	+19%	+$76.8K	0.02%	85
2025 Q2	$400K	Buy	+16,481	New	+$398K	0.02%	86

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 $79.5B AUM 27.1% 1-Year Est. Return

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

Woodley Farra Manion Portfolio Management's IBDR Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 28% in Q1 2026, buying an estimated $157K and bringing the position to 29,441 shares worth $714K. The position accounts for 0.03% of the portfolio, ranked #84.

Woodley Farra Manion Portfolio Management first reported a position in IBDR in Q2 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Woodley Farra Manion Portfolio Management held 29,441 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $714K as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 6,489 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $157K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #84 holding.
Woodley Farra Manion Portfolio Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.