Cove Private Wealth
IBDS icon

Cove Private Wealth’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cove Private Wealth’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 		$2.09M Buy
86,500
+25,500
+42% +$616K 0.37% 50
2026
Q2 		$1.48M Buy
61,000
+29,000
+91% +$702K 0.29% 64
2026
Q1 		$776K Buy
+32,000
New +$777K 0.18% 98

Other funds holding IBDS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Cove Private Wealth's IBDS Position: Q3 2026 in Review

Cove Private Wealth increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 42% in Q3 2026, buying an estimated $616K and bringing the position to 86,500 shares worth $2.09M. The position accounts for 0.37% of the portfolio, ranked #50.

Cove Private Wealth first reported a position in IBDS in Q1 2026 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Cove Private Wealth held 86,500 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.09M as of Q3 2026.
  • Cove Private Wealth bought 25,500 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $616K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.37% of Cove Private Wealth's portfolio in Q3 2026, its #50 holding.
  • Cove Private Wealth first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.