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 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 $1.37T 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

Gould Asset Management's IBDS Position: Q1 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.01% in Q1 2026, buying an estimated $121 and bringing the position to 56,945 shares worth $1.38M. The position accounts for 0.24% of the portfolio, ranked #53.

Gould Asset Management first reported a position in IBDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Gould Asset Management held 56,945 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.38M as of Q1 2026.
Gould Asset Management bought 5 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $121.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.24% of Gould Asset Management's portfolio in Q1 2026, its #53 holding.
Gould Asset Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Gould Asset Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.39M in Q3 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.