Gratus Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Gratus Wealth Advisors’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	$35.5M	Buy	1,465,127 +63,140	+5%	+$1.53M	5.14%	6
2025 Q4	$34M	Buy	1,401,987 +56,512	+4%	+$1.37M	4.72%	7
2025 Q3	$32.7M	Buy	1,345,475 +37,700	+3%	+$914K	4.61%	7
2025 Q2	$31.7M	Buy	1,307,775 +25,856	+2%	+$624K	4.81%	8
2025 Q1	$31M	Buy	1,281,919 +36,699	+3%	+$883K	5.09%	7
2024 Q4	$29.8M	Buy	1,245,220 +35,309	+3%	+$850K	4.77%	6
2024 Q3	$29.2M	Buy	1,209,911 +57,461	+5%	+$1.38M	4.77%	5
2024 Q2	$27.5M	Buy	1,152,450 +4,155	+0.4%	+$98.3K	4.74%	6
2024 Q1	$27M	Buy	1,148,295 +104,839	+10%	+$2.5M	4.96%	5
2023 Q4	$25M	Buy	+1,043,456	New	+$24.4M	4.92%	4

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

Gratus Wealth Advisors's IBDS Position: Q1 2026 in Review

Gratus Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.5% in Q1 2026, buying an estimated $1.53M and bringing the position to 1,465,127 shares worth $35.5M. The position accounts for 5.14% of the portfolio, ranked #6.

Gratus Wealth Advisors first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Gratus Wealth Advisors held 1,465,127 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $35.5M as of Q1 2026.
Gratus Wealth Advisors bought 63,140 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.53M.
iShares iBonds Dec 2027 Term Corporate ETF made up 5.14% of Gratus Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Gratus Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.