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Archford Capital Strategies’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Archford Capital Strategies’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 		$1.15M Sell
47,299
-2,904
-6% -$70.3K 0.12% 153
2026
Q1 		$1.22M Sell
50,203
-789
-2% -$19.2K 0.14% 147
2025
Q4 		$1.24M Buy
50,992
+318
+0.6% +$7.73K 0.14% 139
2025
Q3 		$1.23M Buy
50,674
+1,359
+3% +$33K 0.15% 140
2025
Q2 		$1.2M Sell
49,315
-2,444
-5% -$59K 0.15% 134
2025
Q1 		$1.25M Sell
51,759
-890
-2% -$21.4K 0.18% 128
2024
Q4 		$1.26M Sell
52,649
-1,599
-3% -$38.5K 0.19% 121
2024
Q3 		$1.31M Sell
54,248
-1,413
-3% -$34.1K 0.2% 118
2024
Q2 		$1.32M Buy
55,661
+1,633
+3% +$38.6K 0.21% 110
2024
Q1 		$1.29M Sell
54,028
-404
-0.7% -$9.62K 0.22% 117
2023
Q4 		$1.3M Sell
54,432
-15,280
-22% -$357K 0.24% 109
2023
Q3 		$1.61M Buy
69,712
+4,413
+7% +$103K 0.32% 80
2023
Q2 		$1.54M Buy
65,299
+8,837
+16% +$209K 0.29% 82
2023
Q1 		$1.35M Buy
56,462
+6,794
+14% +$160K 0.28% 85
2022
Q4 		$1.16M Buy
49,668
+12,670
+34% +$294K 0.27% 92
2022
Q3 		$851K Sell
36,998
-63
-0.2% -$1.5K 0.22% 109
2022
Q2 		$885K Buy
37,061
+1,013
+3% +$24.5K 0.22% 108
2022
Q1 		$890K Buy
36,048
+11,339
+46% +$291K 0.2% 127
2021
Q4 		$656K Buy
24,709
+829
+3% +$22.1K 0.15% 156
2021
Q3 		$644K Buy
23,880
+1,811
+8% +$49.1K 0.15% 161
2021
Q2 		$597K Buy
22,069
+1,648
+8% +$44.4K 0.15% 159
2021
Q1 		$549K Buy
+20,421
New +$556K 0.15% 157
2020
Q2 		– Sell
-28,839
Closed -$707K – 249
2020
Q1 		$707K Buy
28,839
+4,858
+20% +$125K 0.28% 119
2019
Q4 		$624K Buy
23,981
+12,858
+116% +$333K 0.22% 135
2019
Q3 		$288K Buy
11,123
+602
+6% +$15.5K 0.11% 187
2019
Q2 		$268K Buy
10,521
+1,352
+15% +$33.5K 0.1% 191
2019
Q1 		$225K Buy
9,169
+1,110
+14% +$26.5K 0.08% 202
2018
Q4 		$189K Buy
8,059
+1,415
+21% +$32.9K 0.08% 202
2018
Q3 		$157K Buy
6,644
+1,447
+28% +$34.2K 0.06% 217
2018
Q2 		$123K Buy
+5,197
New +$123K 0.04% 238

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Archford Capital Strategies's IBDS Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 5.8% in Q2 2026, selling an estimated $70.3K and leaving 47,299 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #153.

Archford Capital Strategies first reported a position in IBDS in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.61M in Q3 2023. 76 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Archford Capital Strategies held 47,299 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.15M as of Q2 2026.
  • Archford Capital Strategies sold 2,904 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $70.3K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.12% of Archford Capital Strategies's portfolio in Q2 2026, its #153 holding.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2018 and has held it in 30 quarters since.
  • Archford Capital Strategies's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.61M in Q3 2023.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.