Atwater Malick’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Atwater Malick’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	$636K	Hold	26,265	–	–	0.14%	68
2026 Q1	$637K	Buy	26,265 +1,363	+5%	+$33.1K	0.17%	53
2025 Q4	$605K	Buy	24,902 +5,399	+28%	+$131K	0.17%	51
2025 Q3	$475K	Buy	19,503 +3,717	+24%	+$90.1K	0.14%	58
2025 Q2	$383K	Buy	15,786 +1,863	+13%	+$44.9K	0.12%	59
2025 Q1	$337K	Buy	13,923 +2,973	+27%	+$71.5K	0.11%	61
2024 Q4	$262K	Hold	10,950	–	–	0.09%	65
2024 Q3	$267K	Hold	10,950	–	–	0.09%	68
2024 Q2	$260K	Hold	10,950	–	–	0.09%	67
2024 Q1	$261K	Buy	10,950 +630	+6%	+$15K	0.09%	70
2023 Q4	$247K	Buy	10,320 +1,590	+18%	+$37.1K	0.1%	65
2023 Q3	$202K	Hold	8,730	–	–	0.09%	62
2023 Q2	$205K	Buy	+8,730	New	+$207K	0.09%	64

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atwater Malick's IBDS Position: Q2 2026 in Review

Atwater Malick held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 26,265 shares worth $636K. The position accounts for 0.14% of the portfolio, ranked #68.

Atwater Malick first reported a position in IBDS in Q2 2023 and has held it in 13 quarters since. The position peaked at $637K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Atwater Malick held 26,265 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $636K as of Q2 2026.
Atwater Malick left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.14% of Atwater Malick's portfolio in Q2 2026, its #68 holding.
Atwater Malick first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Atwater Malick's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $637K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.