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Burkett Financial Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Burkett Financial Services’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 		$51.9K Buy
2,152
+23
+1% +$556 0.02% 148
2026
Q2 		$51.6K Sell
2,129
-272
-11% -$6.58K 0.02% 96
2026
Q1 		$58.2K Sell
2,401
-99
-4% -$2.4K 0.02% 91
2025
Q4 		$60.7K Buy
+2,500
New +$60.7K 0.02% 86

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
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Burkett Financial Services's IBDS Position: Q3 2026 in Review

Burkett Financial Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.1% in Q3 2026, buying an estimated $556 and bringing the position to 2,152 shares worth $51.9K. The position accounts for 0.02% of the portfolio, ranked #148.

Burkett Financial Services first reported a position in IBDS in Q4 2025 and has held it in 4 quarters since. The position peaked at $60.7K in Q4 2025. 24 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Burkett Financial Services held 2,152 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $51.9K as of Q3 2026.
  • Burkett Financial Services bought 23 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $556.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #148 holding.
  • Burkett Financial Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • Burkett Financial Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $60.7K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.