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 Q3	$36.3M	Buy	1,503,035 +1,599	+0.1%	+$38.6K	4.63%	7
2026 Q2	$36.4M	Buy	1,501,436 +36,309	+2%	+$879K	4.63%	7
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Gratus Wealth Advisors's IBDS Position: Q3 2026 in Review

Gratus Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.11% in Q3 2026, buying an estimated $38.6K and bringing the position to 1,503,035 shares worth $36.3M. The position accounts for 4.63% of the portfolio, ranked #7.

Gratus Wealth Advisors first reported a position in IBDS in Q4 2023 and has held it in 12 quarters since. The position peaked at $36.4M in Q2 2026. 206 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Gratus Wealth Advisors held 1,503,035 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $36.3M as of Q3 2026.
Gratus Wealth Advisors bought 1,599 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $38.6K.
iShares iBonds Dec 2027 Term Corporate ETF made up 4.63% of Gratus Wealth Advisors's portfolio in Q3 2026, its #7 holding.
Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Gratus Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $36.4M in Q2 2026.
206 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.