Autumn Glory Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Autumn Glory Partners’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	$728K	Buy	30,174 +47	+0.2%	+$1.14K	0.2%	109
2026 Q2	$730K	Buy	30,127 +2,530	+9%	+$61.2K	0.21%	110
2026 Q1	$669K	Buy	27,597 +30	+0.1%	+$728	0.25%	97
2025 Q4	$669K	Buy	27,567 +63	+0.2%	+$1.53K	0.23%	107
2025 Q3	$669K	Buy	27,504 +954	+4%	+$23.1K	0.27%	96
2025 Q2	$644K	Sell	26,550 -260	-1%	-$6.27K	0.3%	88
2025 Q1	$648K	Buy	26,810 +2,000	+8%	+$48.1K	0.32%	91
2024 Q4	$594K	Sell	24,810 -1,580	-6%	-$38K	0.29%	89
2024 Q3	$643K	Sell	26,390 -426	-2%	-$10.3K	0.25%	104
2024 Q2	$636K	Buy	26,816 +4,460	+20%	+$105K	0.32%	82
2024 Q1	$532K	Hold	22,356	–	–	0.26%	87
2023 Q4	$535K	Buy	22,356 +712	+3%	+$16.6K	0.31%	85
2023 Q3	$501K	Buy	21,644 +6,414	+42%	+$150K	0.31%	83
2023 Q2	$358K	Buy	+15,230	New	+$360K	0.26%	89

Other funds holding IBDS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Autumn Glory Partners's IBDS Position: Q3 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.16% in Q3 2026, buying an estimated $1.14K and bringing the position to 30,174 shares worth $728K. The position accounts for 0.2% of the portfolio, ranked #109.

Autumn Glory Partners first reported a position in IBDS in Q2 2023 and has held it in 14 quarters since. The position peaked at $730K in Q2 2026. 414 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Autumn Glory Partners held 30,174 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $728K as of Q3 2026.
Autumn Glory Partners bought 47 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $1.14K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.2% of Autumn Glory Partners's portfolio in Q3 2026, its #109 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 14 quarters since.
Autumn Glory Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $730K in Q2 2026.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.