Brookstone Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Brookstone Capital 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 Q2	$798K	Buy	32,932 +652	+2%	+$15.8K	0.01%	778
2026 Q1	$782K	Sell	32,280 -347	-1%	-$8.42K	0.01%	715
2025 Q4	$792K	Sell	32,627 -698	-2%	-$17K	0.01%	702
2025 Q3	$811K	Sell	33,325 -1,470	-4%	-$35.6K	0.01%	667
2025 Q2	$844K	Sell	34,795 -551	-2%	-$13.3K	0.01%	607
2025 Q1	$855K	Buy	35,346 +1,638	+5%	+$39.4K	0.01%	591
2024 Q4	$808K	Buy	33,708 +5,301	+19%	+$128K	0.01%	581
2024 Q3	$692K	Buy	28,407 +6,700	+31%	+$161K	0.01%	605
2024 Q2	$519K	Buy	21,707 +5,362	+33%	+$127K	0.01%	648
2024 Q1	$389K	Buy	+16,345	New	+$389K	0.01%	687

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

Brookstone Capital Management's IBDS Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2% in Q2 2026, buying an estimated $15.8K and bringing the position to 32,932 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #778.

Brookstone Capital Management first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. The position peaked at $855K in Q1 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Brookstone Capital Management held 32,932 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $798K as of Q2 2026.
Brookstone Capital Management bought 652 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $15.8K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #778 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Brookstone Capital Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $855K in Q1 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.