1900 Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

1900 Wealth Management’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 Q3	$356K	Buy	14,750 +228	+2%	+$5.51K	0.02%	267
2026 Q2	$352K	Hold	14,522	–	–	0.02%	226
2026 Q1	$352K	Hold	14,522	–	–	0.02%	196
2025 Q4	$353K	Sell	14,522 -7,417	-34%	-$180K	0.02%	190
2025 Q3	$534K	Buy	21,939 +236	+1%	+$5.72K	0.04%	147
2025 Q2	$527K	Buy	21,703 +237	+1%	+$5.72K	0.04%	137
2025 Q1	$519K	Buy	21,466 +156	+0.7%	+$3.75K	0.04%	135
2024 Q4	$511K	Buy	21,310 +312	+1%	+$7.51K	0.04%	139
2024 Q3	$512K	Buy	20,998 +230	+1%	+$5.54K	0.04%	145
2024 Q2	$493K	Hold	20,768	–	–	0.05%	148
2024 Q1	$494K	Hold	20,768	–	–	0.05%	155
2023 Q4	$497K	Hold	20,768	–	–	0.05%	190
2023 Q3	$481K	Buy	20,768 +412	+2%	+$9.61K	0.05%	195
2023 Q2	$478K	Buy	+20,356	New	+$482K	0.05%	160

Other funds holding IBDS

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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

1900 Wealth Management's IBDS Position: Q3 2026 in Review

1900 Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.6% in Q3 2026, buying an estimated $5.51K and bringing the position to 14,750 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #267.

1900 Wealth Management first reported a position in IBDS in Q2 2023 and has held it in 14 quarters since. The position peaked at $534K in Q3 2025. 50 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

1900 Wealth Management held 14,750 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $356K as of Q3 2026.
1900 Wealth Management bought 228 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $5.51K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of 1900 Wealth Management's portfolio in Q3 2026, its #267 holding.
1900 Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 14 quarters since.
1900 Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $534K in Q3 2025.
50 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.