Avidian Wealth Enterprises
IBDS icon

Avidian Wealth Enterprises’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Avidian Wealth Enterprises’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 		$595K Buy
24,678
+7,046
+40% +$170K 0.02% 440
2026
Q2 		$427K Buy
17,632
+1,447
+9% +$35K 0.01% 516
2026
Q1 		$392K Buy
+16,185
New +$393K 0.01% 488
2025
Q2 		– Sell
-8,866
Closed -$214K – 566
2025
Q1 		$214K Buy
+8,866
New +$213K 0.01% 494

Other funds holding IBDS

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Avidian Wealth Enterprises's IBDS Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 40% in Q3 2026, buying an estimated $170K and bringing the position to 24,678 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #440.

Avidian Wealth Enterprises first reported a position in IBDS in Q1 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Avidian Wealth Enterprises held 24,678 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $595K as of Q3 2026.
  • Avidian Wealth Enterprises bought 7,046 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $170K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #440 holding.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.