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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Great Diamond Partners's IBDS Position: Q2 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 90% in Q2 2026, buying an estimated $3.72M and bringing the position to 323,681 shares worth $7.84M. The position accounts for 1.35% of the portfolio, ranked #17.

Great Diamond Partners first reported a position in IBDS in Q4 2022 and has held it in 14 quarters since. 212 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Great Diamond Partners held 323,681 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $7.84M as of Q2 2026.
Great Diamond Partners bought 153,607 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $3.72M.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.35% of Great Diamond Partners's portfolio in Q2 2026, its #17 holding.
Great Diamond Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
212 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.