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Centennial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Centennial Advisors’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 		$2.54M Buy
104,961
+10,930
+12% +$264K 3.03% 11
2026
Q1 		$2.28M Sell
94,031
-8,912
-9% -$216K 2.9% 10
2025
Q4 		$2.5M Buy
+102,943
New +$2.5M 3.25% 8

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

Centennial Advisors's IBDS Position: Q2 2026 in Review

Centennial Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q2 2026, buying an estimated $264K and bringing the position to 104,961 shares worth $2.54M. The position accounts for 3.03% of the portfolio, ranked #11.

Centennial Advisors first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Centennial Advisors held 104,961 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.54M as of Q2 2026.
  • Centennial Advisors bought 10,930 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $264K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 3.03% of Centennial Advisors's portfolio in Q2 2026, its #11 holding.
  • Centennial Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Centennial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.