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

Cabot 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	$2.24M	Buy	92,429 +17,193	+23%	+$416K	0.23%	78
2026 Q1	$1.82M	Buy	75,236 +5,981	+9%	+$145K	0.21%	81
2025 Q4	$1.68M	Buy	69,255 +5,879	+9%	+$143K	0.19%	84
2025 Q3	$1.54M	Buy	63,376 +3,434	+6%	+$83.3K	0.17%	92
2025 Q2	$1.45M	Buy	59,942 +2,621	+5%	+$63.2K	0.17%	90
2025 Q1	$1.39M	Buy	57,321 +2,954	+5%	+$71K	0.18%	87
2024 Q4	$1.3M	Buy	54,367 +1,255	+2%	+$30.2K	0.17%	90
2024 Q3	$1.29M	Buy	53,112 +2,708	+5%	+$65.3K	0.16%	95
2024 Q2	$1.2M	Buy	50,404 +10,274	+26%	+$243K	0.16%	94
2024 Q1	$955K	Buy	40,130 +3,772	+10%	+$89.8K	0.12%	101
2023 Q4	$870K	Buy	36,358 +1,512	+4%	+$35.3K	0.12%	97
2023 Q3	$806K	Buy	34,846 +5,583	+19%	+$130K	0.12%	96
2023 Q2	$687K	Buy	29,263 +839	+3%	+$19.9K	0.1%	103
2023 Q1	$677K	Buy	28,424 +1,572	+6%	+$37.1K	0.11%	101
2022 Q4	$628K	Buy	26,852 +1,930	+8%	+$44.7K	0.11%	104
2022 Q3	$573K	Buy	24,922 +58	+0.2%	+$1.39K	0.1%	109
2022 Q2	$594K	Buy	24,864 +4,389	+21%	+$106K	0.09%	112
2022 Q1	$511K	Buy	+20,475	New	+$525K	0.07%	120

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

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

Cabot Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 23% in Q2 2026, buying an estimated $416K and bringing the position to 92,429 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #78.

Cabot Wealth Management first reported a position in IBDS in Q1 2022 and has held it in 18 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Cabot Wealth Management held 92,429 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.24M as of Q2 2026.
Cabot Wealth Management bought 17,193 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $416K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.23% of Cabot Wealth Management's portfolio in Q2 2026, its #78 holding.
Cabot Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.