Dudley Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Dudley Capital 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 Q3	$996K	Buy	+41,300	New	+$998K	0.39%	59
2026 Q2	–	Sell	-42,175	Closed	-$1.02M	–	60
2026 Q1	$1.02M	Buy	42,175 +8,000	+23%	+$194K	0.45%	57
2025 Q4	$830K	Buy	34,175 +14,850	+77%	+$361K	0.36%	61
2025 Q3	$470K	Buy	19,325 +3,900	+25%	+$94.6K	0.21%	84
2025 Q2	$374K	Buy	+15,425	New	+$372K	0.19%	92
2025 Q1	–	Hold	0	–	–	–	92

Other funds holding IBDS

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

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

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Dudley Capital Management's IBDS Position: Q3 2026 in Review

Dudley Capital Management opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 41,300 shares worth $996K. The stake represents 0.39% of the portfolio and ranks #59 among its holdings. This is a return to the name: Dudley Capital Management previously reported a position in IBDS as recently as Q1 2026.

Dudley Capital Management first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Dudley Capital Management held 41,300 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $996K as of Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Dudley Capital Management position in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.39% of Dudley Capital Management's portfolio in Q3 2026, its #59 holding.
Dudley Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Dudley Capital Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.02M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.