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Kesler Norman & Wride’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Kesler Norman & Wride’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 		$7.22M Sell
298,243
-9,062
-3% -$219K 1.14% 26
2026
Q1 		$7.45M Buy
307,305
+5,647
+2% +$137K 1.28% 24
2025
Q4 		$7.32M Buy
301,658
+108,445
+56% +$2.63M 1.26% 23
2025
Q3 		$4.63M Sell
193,213
-12,125
-6% -$294K 0.91% 40
2025
Q2 		$4.98M Sell
205,338
-1,357
-0.7% -$32.7K 0.88% 41
2025
Q1 		$5M Buy
206,695
+13,482
+7% +$324K 0.95% 39
2024
Q4 		$4.63M Buy
193,213
+30,726
+19% +$740K 1% 36
2024
Q3 		$3.96M Sell
162,487
-10,110
-6% -$244K 0.78% 44
2024
Q2 		$4.1M Buy
172,597
+9,483
+6% +$224K 0.87% 44
2024
Q1 		$3.88M Buy
163,114
+45,190
+38% +$1.08M 0.82% 44
2023
Q4 		$2.82M Buy
117,924
+57,260
+94% +$1.34M 0.65% 50
2023
Q3 		$1.4M Sell
60,664
-18,495
-23% -$432K 0.35% 86
2023
Q2 		$1.86M Sell
79,159
-2,496
-3% -$59.1K 0.45% 72
2023
Q1 		$1.95M Buy
81,655
+9,477
+13% +$224K 0.49% 64
2022
Q4 		$1.69M Sell
72,178
-1,989
-3% -$46.1K 0.43% 73
2022
Q3 		$1.71M Sell
74,167
-4,824
-6% -$115K 0.48% 68
2022
Q2 		$1.89M Buy
78,991
+1,059
+1% +$25.6K 0.52% 66
2022
Q1 		$1.94M Sell
77,932
-277
-0.4% -$7.1K 0.43% 65
2021
Q4 		$2.08M Buy
78,209
+1,119
+1% +$29.8K 0.44% 65
2021
Q3 		$2.08M Buy
77,090
+3,817
+5% +$104K 0.49% 64
2021
Q2 		$2M Buy
73,273
+4,077
+6% +$110K 0.46% 68
2021
Q1 		$1.85M Buy
69,196
+5,844
+9% +$159K 0.46% 67
2020
Q4 		$1.75M Buy
+63,352
New +$1.73M 0.49% 63

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Kesler Norman & Wride's IBDS Position: Q2 2026 in Review

Kesler Norman & Wride reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.9% in Q2 2026, selling an estimated $219K and leaving 298,243 shares worth $7.22M. The position accounts for 1.14% of the portfolio, ranked #26.

Kesler Norman & Wride first reported a position in IBDS in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.45M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Kesler Norman & Wride held 298,243 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $7.22M as of Q2 2026.
  • Kesler Norman & Wride sold 9,062 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $219K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 1.14% of Kesler Norman & Wride's portfolio in Q2 2026, its #26 holding.
  • Kesler Norman & Wride first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $7.45M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.