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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

GAMMA Investing's IBDS Position: Q2 2026 in Review

GAMMA Investing increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 149% in Q2 2026, buying an estimated $173K and bringing the position to 11,928 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #999.

GAMMA Investing first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.59M in Q1 2025. 76 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • GAMMA Investing held 11,928 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $289K as of Q2 2026.
  • GAMMA Investing bought 7,135 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $173K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #999 holding.
  • GAMMA Investing first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • GAMMA Investing's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.59M in Q1 2025.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.