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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
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

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return