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

Integrated Advisors Network’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	$3.81M	Buy	158,039 +27,600	+21%	+$667K	0.17%	127
2026 Q2	$3.16M	Buy	130,439 +9,171	+8%	+$222K	0.15%	152
2026 Q1	$2.94M	Buy	121,268 +15,575	+15%	+$378K	0.15%	153
2025 Q4	$2.57M	Buy	105,693 +48,714	+85%	+$1.18M	0.11%	191
2025 Q3	$1.39M	Buy	56,979 +1,346	+2%	+$32.6K	0.06%	301
2025 Q2	$1.35M	Buy	55,633 +250	+0.5%	+$6.03K	0.06%	301
2025 Q1	$1.34M	Sell	55,383 -2,302	-4%	-$55.4K	0.07%	276
2024 Q4	$1.38M	Buy	57,685 +34,110	+145%	+$821K	0.07%	259
2024 Q3	$575K	Buy	23,575 +2,734	+13%	+$65.9K	0.03%	437
2024 Q2	$495K	Buy	20,841 +82	+0.4%	+$1.94K	0.03%	450
2024 Q1	$494K	Buy	+20,759	New	+$494K	0.03%	471

Other funds holding IBDS

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

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

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Integrated Advisors Network's IBDS Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 21% in Q3 2026, buying an estimated $667K and bringing the position to 158,039 shares worth $3.81M. The position accounts for 0.17% of the portfolio, ranked #127.

Integrated Advisors Network first reported a position in IBDS in Q1 2024 and has held it in 11 quarters since. 152 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Integrated Advisors Network held 158,039 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.81M as of Q3 2026.
Integrated Advisors Network bought 27,600 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $667K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.17% of Integrated Advisors Network's portfolio in Q3 2026, its #127 holding.
Integrated Advisors Network first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.