First Fiduciary Investment Counsel’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

First Fiduciary Investment Counsel’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	$1.84M	Buy	76,091 +205	+0.3%	+$4.96K	0.35%	41
2026 Q1	$1.84M	Sell	75,886 -1,694	-2%	-$41.1K	0.37%	38
2025 Q4	$1.88M	Buy	77,580 +7,270	+10%	+$177K	0.37%	39
2025 Q3	$1.71M	Sell	70,310 -1,688	-2%	-$40.9K	0.33%	39
2025 Q2	$1.75M	Buy	71,998 +590	+0.8%	+$14.2K	0.35%	38
2025 Q1	$1.73M	Buy	71,408 +1,355	+2%	+$32.6K	0.37%	40
2024 Q4	$1.68M	Buy	70,053 +13,708	+24%	+$330K	0.34%	40
2024 Q3	$1.37M	Sell	56,345 -2,930	-5%	-$70.6K	0.27%	42
2024 Q2	$1.41M	Sell	59,275 -5	-0%	-$118	0.31%	42
2024 Q1	$1.41M	Buy	59,280 +6,822	+13%	+$162K	0.29%	42
2023 Q4	$1.25M	Buy	52,458 +9,285	+22%	+$217K	0.28%	40
2023 Q3	$999K	Buy	43,173 +650	+2%	+$15.2K	0.23%	40
2023 Q2	$998K	Sell	42,523 -117	-0.3%	-$2.77K	0.22%	46
2023 Q1	$1.02M	Sell	42,640 -230	-0.5%	-$5.43K	0.22%	46
2022 Q4	$1M	Buy	42,870 +33,220	+344%	+$770K	0.22%	45
2022 Q3	$222K	Buy	9,650 +600	+7%	+$14.3K	0.06%	58
2022 Q2	$216K	Hold	9,050	–	–	0.05%	64
2022 Q1	$226K	Hold	9,050	–	–	0.04%	67
2021 Q4	$240K	Buy	+9,050	New	+$241K	0.04%	63

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

First Fiduciary Investment Counsel's IBDS Position: Q2 2026 in Review

First Fiduciary Investment Counsel increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.27% in Q2 2026, buying an estimated $4.96K and bringing the position to 76,091 shares worth $1.84M. The position accounts for 0.35% of the portfolio, ranked #41.

First Fiduciary Investment Counsel first reported a position in IBDS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q4 2025. 246 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

First Fiduciary Investment Counsel held 76,091 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.84M as of Q2 2026.
First Fiduciary Investment Counsel bought 205 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $4.96K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.35% of First Fiduciary Investment Counsel's portfolio in Q2 2026, its #41 holding.
First Fiduciary Investment Counsel first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2021 and has held it in 19 quarters since.
First Fiduciary Investment Counsel's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.88M in Q4 2025.
246 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on First Fiduciary Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.