Godshalk Welsh Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Godshalk Welsh Capital Management’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 Q1	$3.04M	Buy	125,335 +13,710	+12%	+$333K	1.76%	14
2025 Q4	$2.71M	Buy	111,625 +9,875	+10%	+$240K	1.55%	17
2025 Q3	$2.48M	Buy	101,750 +16,250	+19%	+$394K	1.42%	17
2025 Q2	$2.08M	Buy	85,500 +12,800	+18%	+$309K	1.28%	21
2025 Q1	$1.76M	Buy	72,700 +14,000	+24%	+$337K	1.15%	25
2024 Q4	$1.41M	Buy	58,700 +22,550	+62%	+$543K	0.91%	33
2024 Q3	$881K	Buy	36,150 +10,801	+43%	+$260K	0.56%	61
2024 Q2	$602K	Buy	25,349 +13,849	+120%	+$328K	0.4%	74
2024 Q1	$274K	Buy	+11,500	New	+$274K	0.18%	106

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Godshalk Welsh Capital Management's IBDS Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q1 2026, buying an estimated $333K and bringing the position to 125,335 shares worth $3.04M. The position accounts for 1.76% of the portfolio, ranked #14.

Godshalk Welsh Capital Management first reported a position in IBDS in Q1 2024 and has held it in 9 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Godshalk Welsh Capital Management held 125,335 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.04M as of Q1 2026.
Godshalk Welsh Capital Management bought 13,710 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $333K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.76% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #14 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.