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Baker Tilly Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Baker Tilly Wealth Management’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 		$320K Buy
+13,248
New +$320K 0.06% 220

Other funds holding IBDS

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Baker Tilly Wealth Management's IBDS Position: Q3 2026 in Review

Baker Tilly Wealth Management opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 13,248 shares worth $320K. The stake represents 0.06% of the portfolio and ranks #220 among its holdings.

50 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Baker Tilly Wealth Management held 13,248 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $320K as of Q3 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF was a new Baker Tilly Wealth Management position in Q3 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #220 holding.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.