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 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

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

Gratus Wealth Advisors's IBDS Position: Q2 2026 in Review

Gratus Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.5% in Q2 2026, buying an estimated $879K and bringing the position to 1,501,436 shares worth $36.4M. 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 11 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Gratus Wealth Advisors held 1,501,436 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $36.4M as of Q2 2026.
Gratus Wealth Advisors bought 36,309 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $879K.
iShares iBonds Dec 2027 Term Corporate ETF made up 4.63% of Gratus Wealth Advisors's portfolio in Q2 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 11 quarters since.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.