COWA LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

COWA LLC’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	$3.32M	Buy	+137,834	New	+$3.33M	0.81%	28
2026 Q2	–	Hold	0	–	–	–	28
2026 Q1	–	Sell	-14,687	Closed	-$357K	–	32
2025 Q4	$357K	Buy	+14,687	New	+$357K	0.11%	117
2025 Q3	–	Sell	-11,632	Closed	-$282K	–	115
2025 Q2	$282K	Buy	+11,632	New	+$281K	0.11%	110

Other funds holding IBDS

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

COWA LLC's IBDS Position: Q3 2026 in Review

COWA LLC opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 137,834 shares worth $3.32M. The stake represents 0.81% of the portfolio and ranks #28 among its holdings. This is a return to the name: COWA LLC previously reported a position in IBDS as recently as Q4 2025.

COWA LLC first reported a position in IBDS in Q2 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

COWA LLC held 137,834 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.32M as of Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new COWA LLC position in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.81% of COWA LLC's portfolio in Q3 2026, its #28 holding.
COWA LLC first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 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 COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.