Droms Strauss Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Droms Strauss Advisors’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	$5.67M	Buy	233,904 +13,645	+6%	+$330K	1.29%	19
2026 Q1	$5.34M	Sell	220,259 -1,012	-0.5%	-$24.6K	1.4%	18
2025 Q4	$5.37M	Buy	221,271 +10,110	+5%	+$246K	1.41%	18
2025 Q3	$5.14M	Buy	211,161 +20,260	+11%	+$491K	1.49%	15
2025 Q2	$4.63M	Buy	190,901 +753	+0.4%	+$18.2K	1.42%	15
2025 Q1	$4.6M	Buy	190,148 +12,992	+7%	+$312K	1.58%	11
2024 Q4	$4.24M	Buy	177,156 +8,365	+5%	+$201K	1.39%	17
2024 Q3	$4.11M	Buy	168,791 +5,277	+3%	+$127K	1.46%	14
2024 Q2	$3.88M	Buy	163,514 +5,912	+4%	+$140K	1.4%	16
2024 Q1	$3.75M	Buy	157,602 +54,740	+53%	+$1.3M	1.37%	14
2023 Q4	$2.46M	Buy	102,862 +2,273	+2%	+$53K	0.96%	19
2023 Q3	$2.33M	Buy	100,589 +3,472	+4%	+$81K	1%	19
2023 Q2	$2.27M	Buy	+97,117	New	+$2.3M	0.95%	19

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

Droms Strauss Advisors's IBDS Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 6.2% in Q2 2026, buying an estimated $330K and bringing the position to 233,904 shares worth $5.67M. The position accounts for 1.29% of the portfolio, ranked #19.

Droms Strauss Advisors first reported a position in IBDS in Q2 2023 and has held it in 13 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Droms Strauss Advisors held 233,904 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.67M as of Q2 2026.
Droms Strauss Advisors bought 13,645 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $330K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.29% of Droms Strauss Advisors's portfolio in Q2 2026, its #19 holding.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.