Johnson Bixby & Associates
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Johnson Bixby & Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Johnson Bixby & Associates’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 		$852K Buy
35,312
+193
+0.5% +$4.66K 0.09% 60
2026
Q2 		$851K Buy
35,119
+263
+0.8% +$6.36K 0.1% 60
2026
Q1 		$845K Buy
34,856
+242
+0.7% +$5.88K 0.1% 58
2025
Q4 		$840K Buy
34,614
+486
+1% +$11.8K 0.1% 59
2025
Q3 		$831K Buy
34,128
+2,204
+7% +$53.4K 0.11% 55
2025
Q2 		$775K Buy
31,924
+2,235
+8% +$53.9K 0.11% 53
2025
Q1 		$718K Buy
29,689
+4,309
+17% +$104K 0.11% 53
2024
Q4 		$608K Buy
25,380
+6,161
+32% +$148K 0.09% 57
2024
Q3 		$468K Buy
19,219
+4,474
+30% +$108K 0.07% 71
2024
Q2 		$350K Buy
14,745
+159
+1% +$3.76K 0.06% 75
2024
Q1 		$347K Buy
14,586
+3,760
+35% +$89.5K 0.06% 83
2023
Q4 		$259K Buy
10,826
+142
+1% +$3.31K 0.05% 89
2023
Q3 		$247K Buy
+10,684
New +$249K 0.05% 86

Other funds holding IBDS

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Johnson Bixby & Associates's IBDS Position: Q3 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.55% in Q3 2026, buying an estimated $4.66K and bringing the position to 35,312 shares worth $852K. The position accounts for 0.09% of the portfolio, ranked #60.

Johnson Bixby & Associates first reported a position in IBDS in Q3 2023 and has held it in 13 quarters since. 152 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Johnson Bixby & Associates held 35,312 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $852K as of Q3 2026.
  • Johnson Bixby & Associates bought 193 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $4.66K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.09% of Johnson Bixby & Associates's portfolio in Q3 2026, its #60 holding.
  • Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.