Yoder Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Yoder Wealth 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 Q2	$336K	Buy	13,850 +900	+7%	+$21.8K	0.13%	92
2026 Q1	$314K	Hold	12,950	–	–	0.14%	95
2025 Q4	$314K	Buy	12,950 +1,950	+18%	+$47.3K	0.14%	88
2025 Q3	$267K	Sell	11,000 -1,300	-11%	-$31.5K	0.13%	97
2025 Q2	$298K	Hold	12,300	–	–	0.16%	85
2025 Q1	$298K	Buy	+12,300	New	+$297K	0.17%	82
2024 Q4	–	Sell	-13,800	Closed	-$335K	–	114
2024 Q3	$335K	Hold	13,800	–	–	0.2%	73
2024 Q2	$329K	Hold	13,800	–	–	0.21%	72
2024 Q1	$329K	Buy	+13,800	New	+$329K	0.21%	72

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

Yoder Wealth Management's IBDR Position: Q2 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.9% in Q2 2026, buying an estimated $21.8K and bringing the position to 13,850 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #92.

Yoder Wealth Management first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Yoder Wealth Management held 13,850 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $336K as of Q2 2026.
Yoder Wealth Management bought 900 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $21.8K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.13% of Yoder Wealth Management's portfolio in Q2 2026, its #92 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.