American Money Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

American Money 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 Q2	$429K	Sell	17,728 -69	-0.4%	-$1.67K	0.06%	114
2026 Q1	$431K	Buy	17,797 +2	+0%	+$49	0.07%	105
2025 Q4	$432K	Buy	17,795 +6,167	+53%	+$150K	0.07%	105
2025 Q3	$283K	Sell	11,628 -2,234	-16%	-$54.2K	0.05%	126
2025 Q2	$336K	Buy	+13,862	New	+$334K	0.06%	114
2024 Q4	–	Sell	-17,439	Closed	-$425K	–	142
2024 Q3	$425K	Sell	17,439 -233	-1%	-$5.62K	0.09%	100
2024 Q2	$419K	Sell	17,672 -596	-3%	-$14.1K	0.09%	100
2024 Q1	$435K	Sell	18,268 -1,498	-8%	-$35.7K	0.09%	101
2023 Q4	$473K	Buy	19,766 +23	+0.1%	+$537	0.11%	94
2023 Q3	$457K	Sell	19,743 -1,080	-5%	-$25.2K	0.12%	94
2023 Q2	$489K	Sell	20,823 -43	-0.2%	-$1.02K	0.12%	97
2023 Q1	$497K	Sell	20,866 -28	-0.1%	-$661	0.13%	93
2022 Q4	$488K	Buy	20,894 +19	+0.1%	+$440	0.14%	91
2022 Q3	$480K	Buy	20,875 +1,711	+9%	+$40.9K	0.15%	92
2022 Q2	$457K	Buy	19,164 +10	+0.1%	+$242	0.13%	93
2022 Q1	$478K	Buy	19,154 +1,684	+10%	+$43.2K	0.13%	97
2021 Q4	$464K	Sell	17,470 -8,048	-32%	-$214K	0.12%	99
2021 Q3	$688K	Buy	+25,518	New	+$692K	0.19%	80

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

American Money Management's IBDS Position: Q2 2026 in Review

American Money Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.39% in Q2 2026, selling an estimated $1.67K and leaving 17,728 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #114.

American Money Management first reported a position in IBDS in Q3 2021 and has held it in 18 quarters since. The position peaked at $688K in Q3 2021. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

American Money Management held 17,728 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $429K as of Q2 2026.
American Money Management sold 69 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.67K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of American Money Management's portfolio in Q2 2026, its #114 holding.
American Money Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2021 and has held it in 18 quarters since.
American Money Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $688K in Q3 2021.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.