Armstrong Advisory Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Armstrong Advisory 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	$20.6K	Hold	855	–	–	﹤0.01%	581
2026 Q2	$20.7K	Hold	855	–	–	﹤0.01%	584
2026 Q1	$20.7K	Hold	855	–	–	﹤0.01%	557
2025 Q4	$20.8K	Hold	855	–	–	﹤0.01%	550
2025 Q3	$20.8K	Hold	855	–	–	﹤0.01%	553
2025 Q2	$20.8K	Hold	855	–	–	﹤0.01%	531
2025 Q1	$20.5K	Hold	855	–	–	﹤0.01%	510
2024 Q4	$20.5K	Hold	855	–	–	﹤0.01%	510
2024 Q3	$20.8K	Hold	855	–	–	﹤0.01%	507
2024 Q2	$20.3K	Hold	855	–	–	﹤0.01%	495
2024 Q1	$20.5K	Hold	855	–	–	﹤0.01%	481
2023 Q4	$20.5K	Hold	855	–	–	﹤0.01%	481
2023 Q3	$19.8K	Hold	855	–	–	﹤0.01%	495
2023 Q2	$20.1K	Hold	855	–	–	﹤0.01%	494
2023 Q1	$20.4K	Hold	855	–	–	﹤0.01%	473
2022 Q4	$20K	Buy	+855	New	+$19.8K	﹤0.01%	487

Other funds holding IBDS

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AIA

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

Armstrong Advisory Group's IBDS Position: Q3 2026 in Review

Armstrong Advisory Group held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q3 2026 at 855 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Armstrong Advisory Group first reported a position in IBDS in Q4 2022 and has held it in 16 quarters since. The position peaked at $20.8K in Q3 2024. 115 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Armstrong Advisory Group held 855 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $20.6K as of Q3 2026.
Armstrong Advisory 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 ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #581 holding.
Armstrong Advisory Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $20.8K in Q3 2024.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.