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

Highland Financial 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	$257K	Hold	10,606	–	–	0.06%	63
2026 Q1	$257K	Hold	10,606	–	–	0.07%	56
2025 Q4	$258K	Hold	10,606	–	–	0.07%	52
2025 Q3	$258K	Hold	10,606	–	–	0.07%	49
2025 Q2	$257K	Hold	10,606	–	–	0.08%	45
2025 Q1	$256K	Hold	10,606	–	–	0.09%	46
2024 Q4	$254K	Hold	10,606	–	–	0.09%	45
2024 Q3	$258K	Hold	10,606	–	–	0.09%	44
2024 Q2	$252K	Hold	10,606	–	–	0.09%	43
2024 Q1	$252K	Hold	10,606	–	–	0.1%	48
2023 Q4	$254K	Buy	+10,606	New	+$248K	0.11%	46

Other funds holding IBDS

HPC

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

HCM

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Highland Financial Advisors's IBDS Position: Q2 2026 in Review

Highland Financial Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 10,606 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #63.

Highland Financial Advisors first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $258K in Q3 2025. 76 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Highland Financial Advisors held 10,606 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $257K as of Q2 2026.
Highland Financial Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of Highland Financial Advisors's portfolio in Q2 2026, its #63 holding.
Highland Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Highland Financial Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $258K in Q3 2025.
76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.