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

Jefferson Bridge 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
Q2 		$1.11M Sell
45,897
-14,236
-24% -$344K 0.96% 37
2026
Q1 		$1.46M Buy
60,133
+1,626
+3% +$39.5K 1.45% 30
2025
Q4 		$1.42M Buy
+58,507
New +$1.42M 1.43% 27

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jefferson Bridge Capital's IBDS Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 24% in Q2 2026, selling an estimated $344K and leaving 45,897 shares worth $1.11M. The position accounts for 0.96% of the portfolio, ranked #37.

Jefferson Bridge Capital first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q1 2026. 263 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Jefferson Bridge Capital held 45,897 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.11M as of Q2 2026.
  • Jefferson Bridge Capital sold 14,236 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $344K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.96% of Jefferson Bridge Capital's portfolio in Q2 2026, its #37 holding.
  • Jefferson Bridge Capital first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Jefferson Bridge Capital's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.46M in Q1 2026.
  • 263 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.