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 Q3	–	Sell	-14,052	Closed	-$340K	–	277
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Eagle Strategies's IBDS Position: Q3 2026 in Review

Eagle Strategies sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026, closing a stake of 14,052 shares — an estimated $340K sold.

Eagle Strategies first reported a position in IBDS in Q4 2024 and held it in 7 quarters. The position peaked at $355K in Q1 2026. 244 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Eagle Strategies reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
Eagle Strategies sold 14,052 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $340K.
Eagle Strategies first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 7 quarters.
Eagle Strategies's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $355K in Q1 2026.
244 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.