Financial Consulate’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Financial Consulate’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	$13.3K	Buy	+550	New	+$13.3K	﹤0.01%	616

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Financial Consulate's IBDS Position: Q3 2026 in Review

Financial Consulate opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 550 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

166 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Financial Consulate held 550 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $13.3K as of Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Financial Consulate position in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #616 holding.
166 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.