Gould Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Gould Asset 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 Q2	$1.4M	Buy	57,970 +1,025	+2%	+$24.8K	0.22%	55
2026 Q1	$1.38M	Buy	56,945 +5	+0%	+$121	0.24%	53
2025 Q4	$1.38M	Sell	56,940 -20	-0%	-$486	0.25%	50
2025 Q3	$1.39M	Buy	56,960 +1,225	+2%	+$29.7K	0.26%	48
2025 Q2	$1.35M	Buy	55,735 +2,895	+5%	+$69.8K	0.27%	47
2025 Q1	$1.28M	Sell	52,840 -80	-0.2%	-$1.92K	0.26%	45
2024 Q4	$1.27M	Buy	+52,920	New	+$1.27M	0.27%	47

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Gould Asset Management's IBDS Position: Q2 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.8% in Q2 2026, buying an estimated $24.8K and bringing the position to 57,970 shares worth $1.4M. The position accounts for 0.22% of the portfolio, ranked #55.

Gould Asset Management first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Gould Asset Management held 57,970 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.4M as of Q2 2026.
Gould Asset Management bought 1,025 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $24.8K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.22% of Gould Asset Management's portfolio in Q2 2026, its #55 holding.
Gould Asset Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.