DecisionMap Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

DecisionMap Wealth Management’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	$787K	Buy	32,496 +2,688	+9%	+$65K	0.44%	55
2026 Q1	$723K	Buy	29,808 +692	+2%	+$16.8K	0.47%	55
2025 Q4	$707K	Buy	29,116 +3,882	+15%	+$94.3K	0.44%	59
2025 Q3	$614K	Buy	25,234 +1,845	+8%	+$44.7K	0.39%	67
2025 Q2	$568K	Buy	23,389 +6,082	+35%	+$147K	0.39%	71
2025 Q1	$418K	Buy	17,307 +4,914	+40%	+$118K	0.32%	80
2024 Q4	$297K	Buy	+12,393	New	+$298K	0.24%	88

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

DecisionMap Wealth Management's IBDS Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 9% in Q2 2026, buying an estimated $65K and bringing the position to 32,496 shares worth $787K. The position accounts for 0.44% of the portfolio, ranked #55.

DecisionMap Wealth Management first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

DecisionMap Wealth Management held 32,496 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $787K as of Q2 2026.
DecisionMap Wealth Management bought 2,688 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $65K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.44% of DecisionMap Wealth Management's portfolio in Q2 2026, its #55 holding.
DecisionMap Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.