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

Bullock 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 Q2	$1.57M	Buy	65,207 +12,570	+24%	+$304K	0.68%	26
2026 Q1	$1.27M	Buy	52,637 +10,116	+24%	+$246K	0.64%	33
2025 Q4	$1.03M	Buy	42,521 +7,034	+20%	+$171K	0.5%	44
2025 Q3	$862K	Buy	35,487 +3,326	+10%	+$80.7K	0.43%	55
2025 Q2	$777K	Buy	32,161 +5,107	+19%	+$123K	0.41%	60
2025 Q1	$652K	Buy	27,054 +17,450	+182%	+$420K	0.36%	62
2024 Q4	$230K	Buy	9,604 +5,050	+111%	+$122K	0.13%	136
2024 Q3	$111K	Buy	4,554 +1,587	+53%	+$38.2K	0.07%	183
2024 Q2	$70.1K	Buy	2,967 +30	+1%	+$709	0.05%	206
2024 Q1	$69.7K	Buy	+2,937	New	+$69.9K	0.05%	216

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

Bullock Wealth Management's IBDS Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 24% in Q2 2026, buying an estimated $304K and bringing the position to 65,207 shares worth $1.57M. The position accounts for 0.68% of the portfolio, ranked #26.

Bullock Wealth Management first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Bullock Wealth Management held 65,207 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.57M as of Q2 2026.
Bullock Wealth Management bought 12,570 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $304K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.68% of Bullock Wealth Management's portfolio in Q2 2026, its #26 holding.
Bullock Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.