World Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

World Investment 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
2026 Q2	$323K	Sell	13,311 -1,118	-8%	-$27.1K	0.01%	1178
2026 Q1	$350K	Sell	14,429 -295	-2%	-$7.15K	0.01%	1168
2025 Q4	$357K	Buy	14,724 +3,065	+26%	+$74.3K	0.01%	1098
2025 Q3	$283K	Hold	11,659	–	–	0.01%	1010
2025 Q2	$283K	Hold	11,659	–	–	0.01%	939
2025 Q1	$282K	Hold	11,659	–	–	0.01%	884
2024 Q4	$281K	Hold	11,659	–	–	0.01%	849
2024 Q3	$283K	Buy	+11,659	New	+$281K	0.01%	756

Other funds holding IBDR

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

World Investment Advisors's IBDR Position: Q2 2026 in Review

World Investment Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 7.7% in Q2 2026, selling an estimated $27.1K and leaving 13,311 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1178.

World Investment Advisors first reported a position in IBDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $357K in Q4 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

World Investment Advisors held 13,311 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $323K as of Q2 2026.
World Investment Advisors sold 1,118 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $27.1K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1178 holding.
World Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $357K in Q4 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.