XY Planning Network’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

XY Planning Network’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 Q3	$853K	Buy	+35,199	New	+$852K	0.09%	171

Other funds holding IBDR

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

XY Planning Network's IBDR Position: Q3 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026: 35,199 shares worth $853K. The stake represents 0.09% of the portfolio and ranks #171 among its holdings.

133 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

XY Planning Network held 35,199 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $853K as of Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new XY Planning Network position in Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #171 holding.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.