Cornerstone Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cornerstone Financial Group’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	$276K	Buy	11,445 +120	+1%	+$2.9K	0.16%	63
2026 Q2	$274K	Buy	11,325 +80	+0.7%	+$1.94K	0.17%	63
2026 Q1	$272K	Buy	11,245 +118	+1%	+$2.86K	0.17%	62
2025 Q4	$270K	Buy	11,127 +160	+1%	+$3.89K	0.19%	62
2025 Q3	$267K	Buy	10,967 +118	+1%	+$2.86K	0.21%	63
2025 Q2	$263K	Buy	10,849 +40	+0.4%	+$965	0.22%	64
2025 Q1	$260K	Buy	10,809 +157	+1%	+$3.78K	0.23%	62
2024 Q4	$255K	Buy	+10,652	New	+$256K	0.25%	60

Other funds holding IBDS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cornerstone Financial Group's IBDS Position: Q3 2026 in Review

Cornerstone Financial Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.1% in Q3 2026, buying an estimated $2.9K and bringing the position to 11,445 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #63.

Cornerstone Financial Group first reported a position in IBDS in Q4 2024 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Cornerstone Financial Group held 11,445 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $276K as of Q3 2026.
Cornerstone Financial Group bought 120 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $2.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.16% of Cornerstone Financial Group's portfolio in Q3 2026, its #63 holding.
Cornerstone Financial Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
375 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.