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 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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

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

Armstrong Advisory Group's IBDS Position: Q2 2026 in Review

Armstrong Advisory Group held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 855 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Armstrong Advisory Group first reported a position in IBDS in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.8K in Q3 2024. 76 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Armstrong Advisory Group held 855 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $20.7K as of Q2 2026.
Armstrong Advisory Group left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #584 holding.
Armstrong Advisory Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $20.8K in Q3 2024.
76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.