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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Burkett Financial Services's IBDS Position: Q2 2026 in Review

Burkett Financial Services reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q2 2026, selling an estimated $6.58K and leaving 2,129 shares worth $51.6K. The position accounts for 0.02% of the portfolio, ranked #96.

Burkett Financial Services first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $60.7K in Q4 2025. 246 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Burkett Financial Services held 2,129 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $51.6K as of Q2 2026.
  • Burkett Financial Services sold 272 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $6.58K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #96 holding.
  • Burkett Financial Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Burkett Financial Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $60.7K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.