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Coastline Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Coastline Trust’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 		$96.6K Sell
4,003
-372
-9% -$8.98K 0.01% 220
2026
Q2 		$106K Hold
4,375
– – 0.01% 238
2026
Q1 		$106K Hold
4,375
– – 0.01% 237
2025
Q4 		$106K Hold
4,375
– – 0.01% 236
2025
Q3 		$106K Buy
4,375
+176
+4% +$4.27K 0.01% 221
2025
Q2 		$102K Buy
4,199
+2,306
+122% +$55.6K 0.01% 231
2025
Q1 		$45.8K Hold
1,893
– – 0.01% 275
2024
Q4 		$45.4K Hold
1,893
– – 0.01% 284
2024
Q3 		$46.1K Buy
+1,893
New +$45.6K 0.01% 292

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
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWMG
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Coastline Trust's IBDS Position: Q3 2026 in Review

Coastline Trust reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 8.5% in Q3 2026, selling an estimated $8.98K and leaving 4,003 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #220.

Coastline Trust first reported a position in IBDS in Q3 2024 and has held it in 9 quarters since. The position peaked at $106K in Q3 2025. 50 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Coastline Trust held 4,003 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $96.6K as of Q3 2026.
  • Coastline Trust sold 372 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $8.98K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #220 holding.
  • Coastline Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $106K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.