Aprio Wealth Management
IBDS icon

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

Aprio 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 		$320K Buy
13,251
+3,697
+39% +$89.3K 0.01% 507
2026
Q2 		$231K Sell
9,554
-22,089
-70% -$534K 0.01% 581
2026
Q1 		$767K Buy
+31,643
New +$768K 0.04% 248

Other funds holding IBDS

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
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
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Aprio Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 39% in Q3 2026, buying an estimated $89.3K and bringing the position to 13,251 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #507.

Aprio Wealth Management first reported a position in IBDS in Q1 2026 and has held it in 3 quarters since. The position peaked at $767K in Q1 2026. 306 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Aprio Wealth Management held 13,251 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $320K as of Q3 2026.
  • Aprio Wealth Management bought 3,697 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $89.3K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #507 holding.
  • Aprio Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • Aprio Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $767K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.