Diversify Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Diversify Advisory Services’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	$1.65M	Buy	68,563 +13,748	+25%	+$332K	0.02%	501
2026 Q2	$1.32M	Buy	+54,815	New	+$1.33M	0.02%	541
2026 Q1	–	Sell	-47,042	Closed	-$1.14M	–	504
2025 Q4	$1.14M	Buy	47,042 +11,508	+32%	+$280K	0.04%	362
2025 Q3	$861K	Buy	35,534 +1,962	+6%	+$47.6K	0.03%	406
2025 Q2	$814K	Buy	33,572 +1,951	+6%	+$47.1K	0.03%	379
2025 Q1	$766K	Buy	31,621 +261	+0.8%	+$6.28K	0.05%	268
2024 Q4	$750K	Buy	+31,360	New	+$755K	0.04%	281

Other funds holding IBDS

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Diversify Advisory Services's IBDS Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 25% in Q3 2026, buying an estimated $332K and bringing the position to 68,563 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #501.

Diversify Advisory Services first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Diversify Advisory Services held 68,563 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.65M as of Q3 2026.
Diversify Advisory Services bought 13,748 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $332K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #501 holding.
Diversify Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
112 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.