IFG Advisory’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

IFG Advisory’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	$2.14M	Buy	88,878 +1,910	+2%	+$46.1K	0.07%	276
2026 Q2	$2.11M	Buy	+86,968	New	+$2.1M	0.07%	279
2026 Q1	–	Sell	-64,815	Closed	-$1.57M	–	575
2025 Q4	$1.57M	Buy	64,815 +2,427	+4%	+$59K	0.07%	292
2025 Q3	$1.52M	Buy	+62,388	New	+$1.51M	0.07%	282

Other funds holding IBDS

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

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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

IFG Advisory's IBDS Position: Q3 2026 in Review

IFG Advisory increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.2% in Q3 2026, buying an estimated $46.1K and bringing the position to 88,878 shares worth $2.14M. The position accounts for 0.07% of the portfolio, ranked #276.

IFG Advisory first reported a position in IBDS in Q3 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

IFG Advisory held 88,878 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.14M as of Q3 2026.
IFG Advisory bought 1,910 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $46.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.07% of IFG Advisory's portfolio in Q3 2026, its #276 holding.
IFG Advisory first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
307 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.