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 Q3	$22.4M	Sell	926,915 -32,656	-3%	-$789K	0.93%	26
2026 Q2	$23.2M	Buy	+959,571	New	+$23.2M	0.99%	28
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Klingman & Associates's IBDS Position: Q3 2026 in Review

Klingman & Associates reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.4% in Q3 2026, selling an estimated $789K and leaving 926,915 shares worth $22.4M. The position accounts for 0.93% of the portfolio, ranked #26.

Klingman & Associates first reported a position in IBDS in Q2 2022 and has held it in 11 quarters since. The position peaked at $24.9M in Q4 2025. 117 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Klingman & Associates held 926,915 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $22.4M as of Q3 2026.
Klingman & Associates sold 32,656 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $789K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.93% of Klingman & Associates's portfolio in Q3 2026, its #26 holding.
Klingman & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 11 quarters since.
Klingman & Associates's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $24.9M in Q4 2025.
117 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.