Hurley Capital’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Hurley Capital’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	$894K	Buy	37,078 +12,586	+51%	+$304K	0.43%	47
2026 Q2	$593K	Buy	24,492 +741	+3%	+$17.9K	0.31%	55
2026 Q1	$576K	Buy	23,751 +54	+0.2%	+$1.31K	0.31%	55
2025 Q4	$575K	Buy	23,697 +173	+0.7%	+$4.2K	0.32%	55
2025 Q3	$573K	Buy	23,524 +6,536	+38%	+$158K	0.32%	61
2025 Q2	$412K	Buy	16,988 +3,504	+26%	+$84.5K	0.29%	59
2025 Q1	$326K	Buy	13,484 +2	+0%	+$48	0.25%	65
2024 Q4	$323K	Buy	+13,482	New	+$325K	0.26%	56

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Hurley Capital's IBDS Position: Q3 2026 in Review

Hurley Capital increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 51% in Q3 2026, buying an estimated $304K and bringing the position to 37,078 shares worth $894K. The position accounts for 0.43% of the portfolio, ranked #47.

Hurley Capital first reported a position in IBDS in Q4 2024 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Hurley Capital held 37,078 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $894K as of Q3 2026.
Hurley Capital bought 12,586 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $304K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.43% of Hurley Capital's portfolio in Q3 2026, its #47 holding.
Hurley Capital first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.