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

Klingman & 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 Q1	–	Sell	-1,027,244	Closed	-$24.9M	–	27
2025 Q4	$24.9M	Buy	1,027,244 +39,182	+4%	+$952K	1.2%	26
2025 Q3	$24M	Sell	988,062 -3,246	-0.3%	-$78.7K	1.21%	25
2025 Q2	$24.1M	Buy	991,308 +449	+0%	+$10.8K	1.33%	23
2025 Q1	$24M	Buy	+990,859	New	+$23.8M	1.47%	22
2024 Q4	–	Sell	-1,017,458	Closed	-$24.5M	–	21
2024 Q3	$24.8M	Sell	1,017,458 -6,617	-0.6%	-$159K	1.54%	21
2024 Q2	$24.3M	Buy	+1,024,075	New	+$24.2M	1.64%	19
2024 Q1	–	Hold	0	–	–	–	18
2023 Q4	–	Sell	-1,061,717	Closed	-$24.8M	–	15
2023 Q3	$24.6M	Buy	+1,061,717	New	+$24.8M	1.99%	15
2023 Q2	–	Hold	0	–	–	–	15
2023 Q1	–	Hold	0	–	–	–	15
2022 Q4	–	Sell	-660,209	Closed	-$15.3M	–	18
2022 Q3	$15.2M	Buy	660,209 +164,208	+33%	+$3.92M	1.49%	22
2022 Q2	$11.8M	Buy	+496,001	New	+$12M	1.16%	25

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Klingman & Associates's IBDS Position: Q1 2026 in Review

Klingman & Associates sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 1,027,244 shares — an estimated $24.9M sold.

Klingman & Associates first reported a position in IBDS in Q2 2022 and held it in 9 quarters. The position peaked at $24.9M in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Klingman & Associates reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Klingman & Associates sold 1,027,244 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $24.9M.
Klingman & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and held it in 9 quarters.
Klingman & Associates's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $24.9M in Q4 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.