Woodmont Investment Counsel’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Woodmont Investment Counsel’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	-970,565	Closed	-$23.5M	–	277
2025 Q2	$23.5M	Sell	970,565 -59,065	-6%	-$1.43M	1.55%	16
2025 Q1	$24.9M	Sell	1,029,630 -6,027	-0.6%	-$145K	1.8%	9
2024 Q4	$24.9M	Buy	1,035,657 +52,387	+5%	+$1.26M	1.84%	11
2024 Q3	$23.9M	Buy	983,270 +49,340	+5%	+$1.19M	1.8%	11
2024 Q2	$22.2M	Buy	933,930 +37,457	+4%	+$889K	1.82%	10
2024 Q1	$21.4M	Buy	896,473 +99,995	+13%	+$2.38M	1.8%	12
2023 Q4	$19M	Buy	796,478 +107,213	+16%	+$2.52M	1.78%	11
2023 Q3	$16.1M	Buy	689,265 +49,802	+8%	+$1.17M	1.7%	12
2023 Q2	$15M	Buy	639,463 +53,970	+9%	+$1.28M	1.56%	12
2023 Q1	$13.9M	Buy	585,493 +92,655	+19%	+$2.18M	1.48%	15
2022 Q4	$11.5M	Buy	492,838 +87,388	+22%	+$2.03M	1.3%	19
2022 Q3	$9.37M	Buy	405,450 +157,969	+64%	+$3.76M	1.17%	22
2022 Q2	$5.89M	Buy	247,481 +62,065	+33%	+$1.49M	0.73%	42
2022 Q1	$4.57M	Buy	185,416 +110,856	+149%	+$2.8M	0.53%	53
2021 Q4	$1.94M	Buy	74,560 +46,814	+169%	+$1.23M	0.25%	87
2021 Q3	$735K	Buy	+27,746	New	+$739K	0.11%	130

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 $36.8B AUM 26.6% 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 $445B AUM 25.58% 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

Woodmont Investment Counsel's IBDR Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 970,565 shares — an estimated $23.5M sold.

Woodmont Investment Counsel first reported a position in IBDR in Q3 2021 and held it in 16 quarters. The position peaked at $24.9M in Q4 2024. 403 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

Woodmont Investment Counsel reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Woodmont Investment Counsel sold 970,565 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $23.5M.
Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2021 and held it in 16 quarters.
Woodmont Investment Counsel's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $24.9M in Q4 2024.
403 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.