Conrad Siegel Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Conrad Siegel Investment 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	$1.66M	Buy	68,519 +574	+0.8%	+$13.9K	0.27%	26
2026 Q1	$1.65M	Buy	67,945 +20,835	+44%	+$506K	0.3%	25
2025 Q4	$1.14M	Buy	47,110 +16,929	+56%	+$411K	0.22%	28
2025 Q3	$735K	Buy	30,181 +303	+1%	+$7.35K	0.15%	33
2025 Q2	$725K	Sell	29,878 -27,637	-48%	-$667K	0.16%	32
2025 Q1	$1.39M	Buy	57,515 +4,793	+9%	+$115K	0.36%	22
2024 Q4	$1.26M	Buy	52,722 +9,326	+21%	+$224K	0.34%	19
2024 Q3	$1.06M	Buy	43,396 +12,389	+40%	+$299K	0.29%	22
2024 Q2	$736K	Buy	+31,007	New	+$733K	0.21%	27

Other funds holding IBDS

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Conrad Siegel Investment Advisors's IBDS Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.84% in Q2 2026, buying an estimated $13.9K and bringing the position to 68,519 shares worth $1.66M. The position accounts for 0.27% of the portfolio, ranked #26.

Conrad Siegel Investment Advisors first reported a position in IBDS in Q2 2024 and has held it in 9 quarters since. 232 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Conrad Siegel Investment Advisors held 68,519 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.66M as of Q2 2026.
Conrad Siegel Investment Advisors bought 574 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $13.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.27% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #26 holding.
Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.