10Elms LLP’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

10Elms LLP’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.46M	Buy	183,989 +85,935	+88%	+$2.08M	1.89%	15
2026 Q1	$2.38M	Buy	98,054 +61,489	+168%	+$1.49M	1.5%	20
2025 Q4	$888K	Sell	36,565 -110	-0.3%	-$2.67K	0.81%	26
2025 Q3	$893K	Buy	36,675 +1,850	+5%	+$44.9K	0.8%	26
2025 Q2	$845K	Buy	34,825 +2,005	+6%	+$48.4K	0.8%	24
2025 Q1	$794K	Buy	32,820 +6,750	+26%	+$162K	0.8%	25
2024 Q4	$625K	Buy	+26,070	New	+$628K	0.65%	34

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

10Elms LLP's IBDS Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 88% in Q2 2026, buying an estimated $2.08M and bringing the position to 183,989 shares worth $4.46M. The position accounts for 1.89% of the portfolio, ranked #15.

10Elms LLP first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

10Elms LLP held 183,989 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.46M as of Q2 2026.
10Elms LLP bought 85,935 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $2.08M.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.89% of 10Elms LLP's portfolio in Q2 2026, its #15 holding.
10Elms LLP first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.