JWA
IBDS icon

JFS Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

JFS Wealth 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 		$22.3K Buy
+922
New +$22.3K ﹤0.01% 746

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

JFS Wealth Advisors's IBDS Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 922 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

187 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • JFS Wealth Advisors held 922 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $22.3K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF was a new JFS Wealth Advisors position in Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #746 holding.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.