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

Commonwealth 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 		$3.99M Sell
164,714
-302,194
-65% -$7.31M 0.54% 40
2026
Q1 		$11.3M Buy
466,908
+32,281
+7% +$784K 1.79% 15
2025
Q4 		$10.6M Buy
434,627
+17,329
+4% +$421K 1.74% 12
2025
Q3 		$10.2M Buy
417,298
+24,527
+6% +$595K 1.74% 12
2025
Q2 		$9.53M Buy
392,771
+6,234
+2% +$150K 1.84% 12
2025
Q1 		$9.35M Sell
386,537
-735
-0.2% -$17.7K 1.91% 9
2024
Q4 		$9.28M Buy
387,272
+5,016
+1% +$121K 1.82% 14
2024
Q3 		$9.29M Buy
382,256
+20,759
+6% +$500K 1.83% 13
2024
Q2 		$8.6M Buy
361,497
+35,006
+11% +$828K 1.76% 17
2024
Q1 		$7.81M Sell
326,491
-871
-0.3% -$20.7K 1.84% 19
2023
Q4 		$7.83M Buy
327,362
+116,358
+55% +$2.72M 1.85% 19
2023
Q3 		$4.88M Buy
+211,004
New +$4.92M 1.45% 22

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

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

Commonwealth Financial Services reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 65% in Q2 2026, selling an estimated $7.31M and leaving 164,714 shares worth $3.99M. The position accounts for 0.54% of the portfolio, ranked #40.

Commonwealth Financial Services first reported a position in IBDS in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q1 2026. 76 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Commonwealth Financial Services held 164,714 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.99M as of Q2 2026.
  • Commonwealth Financial Services sold 302,194 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $7.31M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.54% of Commonwealth Financial Services's portfolio in Q2 2026, its #40 holding.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Financial Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $11.3M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.