ADG Wealth Management Group
IBDS icon

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

ADG Wealth Management Group’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 		$704K Hold
29,190
– – 0.44% 21
2026
Q2 		$707K Sell
29,190
-132
-0.5% -$3.19K 0.45% 20
2026
Q1 		$711K Buy
29,322
+5,600
+24% +$136K 0.49% 20
2025
Q4 		$576K Buy
+23,722
New +$576K 0.44% 20

Other funds holding IBDS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

ADG Wealth Management Group's IBDS Position: Q3 2026 in Review

ADG Wealth Management Group held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q3 2026 at 29,190 shares worth $704K. The position accounts for 0.44% of the portfolio, ranked #21.

ADG Wealth Management Group first reported a position in IBDS in Q4 2025 and has held it in 4 quarters since. The position peaked at $711K in Q1 2026. 331 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • ADG Wealth Management Group held 29,190 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $704K as of Q3 2026.
  • ADG Wealth Management Group left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.44% of ADG Wealth Management Group's portfolio in Q3 2026, its #21 holding.
  • ADG Wealth Management Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • ADG Wealth Management Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $711K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on ADG Wealth Management Group's 13F filing for Q3 2026, filed 23 Oct 2026.