IBDR β€” ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

Ownership history in IFS Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

IFS Advisors, LLC reported ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 11.78% in 2025 Q4. The latest visible filing shows IBDR at 11.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFS Advisors, LLC's position in ISHARES IBONDS DEC 2026 TERM CORPORATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBDR was reported at 11.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.78% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFS Advisors, LLC held IBDR β€” position size vs. price
% of Fund (quarterly)    IBDR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 936,131 +468,903 +100.4% 11.78% $22.7M 2026-02-14 (Est.) $24.16
2025 Q3 INITIATED 467,228 β€” β€” 6.64% $11.4M 2025-10-15 $23.85

FAQ About IFS Advisors, LLC and IBDR

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFS Advisors, LLC reported owning IBDR?

IFS Advisors, LLC reported IBDR across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported IBDR position in IFS Advisors, LLC's portfolio?

The largest reported portfolio weight for IBDR was 11.78% in 2025 Q4.

What is the latest reported IBDR position on this page?

The most recent filing on this page is 2025 Q4, when IFS Advisors, LLC reported 936,131 shares, equal to 11.78% of portfolio, with an estimated market value of $22.7M.

What does the chart on this IBDR ownership page compare?

The chart compares IFS Advisors, LLC's quarterly IBDR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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