Great Diamond Partners
IBDS icon

Great Diamond Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Great Diamond Partners’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 		– Sell
-323,681
Closed -$7.82M – 10
2026
Q2 		$7.84M Buy
323,681
+153,607
+90% +$3.72M 1.35% 17
2026
Q1 		$4.12M Buy
170,074
+17,805
+12% +$432K 0.79% 31
2025
Q4 		$3.7M Buy
152,269
+48,457
+47% +$1.18M 0.71% 33
2025
Q3 		$2.53M Buy
103,812
+40,806
+65% +$990K 0.49% 61
2025
Q2 		$1.53M Sell
63,006
-2,271
-3% -$54.8K 0.32% 79
2025
Q1 		$1.58M Buy
65,277
+1,976
+3% +$47.5K 0.43% 72
2024
Q4 		$1.52M Buy
63,301
+769
+1% +$18.5K 0.39% 71
2024
Q3 		$1.52M Buy
62,532
+1,580
+3% +$38.1K 0.39% 70
2024
Q2 		$1.45M Sell
60,952
-1,481
-2% -$35K 0.34% 76
2024
Q1 		$1.49M Sell
62,433
-1,997
-3% -$47.5K 0.34% 74
2023
Q4 		$1.54M Buy
64,430
+4,207
+7% +$98.2K 0.38% 71
2023
Q3 		$1.39M Buy
+60,223
New +$1.41M 0.38% 73
2023
Q2 		– Sell
-60,242
Closed -$1.43M – 74
2023
Q1 		$1.43M Buy
60,242
+900
+2% +$21.2K 0.42% 63
2022
Q4 		$1.39M Buy
+59,342
New +$1.38M 0.43% 58

Other funds holding IBDS

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Great Diamond Partners's IBDS Position: Q3 2026 in Review

Great Diamond Partners sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026, closing a stake of 323,681 shares — an estimated $7.82M sold.

Great Diamond Partners first reported a position in IBDS in Q4 2022 and held it in 14 quarters. The position peaked at $7.84M in Q2 2026. 213 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Great Diamond Partners reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • Great Diamond Partners sold 323,681 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $7.82M.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and held it in 14 quarters.
  • Great Diamond Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $7.84M in Q2 2026.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.