Eagle Strategies’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Eagle Strategies’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	$340K	Sell	14,052 -594	-4%	-$14.4K	0.03%	223
2026 Q1	$355K	Buy	14,646 +73	+0.5%	+$1.77K	0.04%	207
2025 Q4	$354K	Buy	14,573 +149	+1%	+$3.62K	0.05%	201
2025 Q3	$351K	Buy	14,424 +1,345	+10%	+$32.6K	0.05%	192
2025 Q2	$317K	Buy	13,079 +97	+0.7%	+$2.34K	0.05%	187
2025 Q1	$314K	Buy	12,982 +4,293	+49%	+$103K	0.05%	173
2024 Q4	$208K	Buy	+8,689	New	+$209K	0.04%	211

Other funds holding IBDS

HPC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Eagle Strategies's IBDS Position: Q2 2026 in Review

Eagle Strategies reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.1% in Q2 2026, selling an estimated $14.4K and leaving 14,052 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #223.

Eagle Strategies first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q1 2026. 223 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Eagle Strategies held 14,052 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $340K as of Q2 2026.
Eagle Strategies sold 594 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $14.4K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #223 holding.
Eagle Strategies first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Eagle Strategies's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $355K in Q1 2026.
223 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.