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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Klingman & Associates's IBDS Position: Q2 2026 in Review

Klingman & Associates opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 959,571 shares worth $23.2M. The stake represents 0.99% of the portfolio and ranks #28 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in IBDS as recently as Q4 2025.

Klingman & Associates first reported a position in IBDS in Q2 2022 and has held it in 10 quarters since. The position peaked at $24.9M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Klingman & Associates held 959,571 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $23.2M as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Klingman & Associates position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.99% of Klingman & Associates's portfolio in Q2 2026, its #28 holding.
Klingman & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 10 quarters since.
Klingman & Associates's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $24.9M in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.