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

Diversify 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	$1.32M	Buy	54,815 +6,884	+14%	+$167K	0.02%	541
2026 Q1	$1.16M	Buy	+47,931	New	+$1.16M	0.02%	555

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

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

Diversify Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 14% in Q2 2026, buying an estimated $167K and bringing the position to 54,815 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #541.

Diversify Wealth Management first reported a position in IBDS in Q1 2026 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Diversify Wealth Management held 54,815 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.32M as of Q2 2026.
Diversify Wealth Management bought 6,884 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $167K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #541 holding.
Diversify Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.