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GAMMA Investing’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

GAMMA Investing’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 		$318K Buy
13,164
+1,236
+10% +$29.9K 0.01% 995
2026
Q2 		$289K Buy
11,928
+7,135
+149% +$173K 0.01% 999
2026
Q1 		$116K Hold
4,793
– – 0.01% 1552
2025
Q4 		$116K Buy
4,793
+199
+4% +$4.83K 0.01% 1474
2025
Q3 		$112K Sell
4,594
-44,915
-91% -$1.09M 0.01% 1416
2025
Q2 		$1.2M Sell
49,509
-140,390
-74% -$3.39M 0.08% 234
2025
Q1 		$4.59M Buy
189,899
+39,052
+26% +$939K 0.34% 45
2024
Q4 		$3.61M Buy
150,847
+37,470
+33% +$902K 0.31% 53
2024
Q3 		$2.76M Buy
113,377
+68,752
+154% +$1.66M 0.27% 61
2024
Q2 		$1.06M Buy
44,625
+21,854
+96% +$517K 0.14% 123
2024
Q1 		$542K Buy
+22,771
New +$542K 0.11% 170

Other funds holding IBDS

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

GAMMA Investing's IBDS Position: Q3 2026 in Review

GAMMA Investing increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 10% in Q3 2026, buying an estimated $29.9K and bringing the position to 13,164 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #995.

GAMMA Investing first reported a position in IBDS in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.59M in Q1 2025. 24 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • GAMMA Investing held 13,164 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $318K as of Q3 2026.
  • GAMMA Investing bought 1,236 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $29.9K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #995 holding.
  • GAMMA Investing first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • GAMMA Investing's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.59M in Q1 2025.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.