AFP
IBDS icon

Arnold Financial Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Arnold Financial Planning’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 		– Sell
-10,003
Closed -$242K – 42
2026
Q1 		$242K Buy
+10,003
New +$243K 0.23% 23

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Arnold Financial Planning's IBDS Position: Q2 2026 in Review

Arnold Financial Planning sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 10,003 shares — an estimated $242K sold.

Arnold Financial Planning first reported a position in IBDS in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Arnold Financial Planning reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Arnold Financial Planning sold 10,003 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $242K.
  • Arnold Financial Planning first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Arnold Financial Planning's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $242K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Arnold Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.