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 Q3	$336K	Hold	13,850	–	–	0.13%	94
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

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

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

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VWMG

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Yoder Wealth Management's IBDR Position: Q3 2026 in Review

Yoder Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 13,850 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #94.

Yoder Wealth Management first reported a position in IBDR in Q1 2024 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Yoder Wealth Management held 13,850 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $336K as of Q3 2026.
Yoder Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.13% of Yoder Wealth Management's portfolio in Q3 2026, its #94 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.