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 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 $1.37T 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

World Investment Advisors's IBDR Position: Q1 2026 in Review

World Investment Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2% in Q1 2026, selling an estimated $7.15K and leaving 14,429 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #1168.

World Investment Advisors first reported a position in IBDR in Q3 2024 and has held it in 7 quarters since. The position peaked at $357K in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

World Investment Advisors held 14,429 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $350K as of Q1 2026.
World Investment Advisors sold 295 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $7.15K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1168 holding.
World Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
World Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $357K in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.