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

Greenspring 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	$249K	Hold	10,316	–	–	0.01%	325
2026 Q2	$250K	Hold	10,316	–	–	0.01%	303
2026 Q1	$250K	Hold	10,316	–	–	0.02%	269
2025 Q4	$250K	Buy	+10,316	New	+$251K	0.02%	260

Other funds holding IBDS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

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

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Greenspring Advisors's IBDS Position: Q3 2026 in Review

Greenspring Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q3 2026 at 10,316 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #325.

Greenspring Advisors first reported a position in IBDS in Q4 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 398 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Greenspring Advisors held 10,316 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $249K as of Q3 2026.
Greenspring Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Greenspring Advisors's portfolio in Q3 2026, its #325 holding.
Greenspring Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
Greenspring Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $250K in Q4 2025.
398 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.