Koshinski Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Koshinski Asset Management’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	$624K	Buy	25,769 +1,172	+5%	+$28.4K	0.03%	401
2026 Q1	$596K	Buy	24,597 +2,364	+11%	+$57.4K	0.04%	390
2025 Q4	$540K	Buy	22,233 +2,912	+15%	+$70.7K	0.03%	407
2025 Q3	$470K	Buy	19,321 +492	+3%	+$11.9K	0.03%	442
2025 Q2	$457K	Buy	18,829 +5,260	+39%	+$127K	0.03%	427
2025 Q1	$328K	Hold	13,569	–	–	0.03%	468
2024 Q4	$325K	Buy	13,569 +29	+0.2%	+$698	0.03%	463
2024 Q3	$330K	Buy	13,540 +4,754	+54%	+$115K	0.03%	470
2024 Q2	$209K	Buy	8,786 +218	+3%	+$5.16K	0.02%	564
2024 Q1	$204K	Buy	+8,568	New	+$204K	0.02%	542
2022 Q2	–	Sell	-2,371	Closed	-$59.1K	–	1215
2022 Q1	$59.1K	Buy	2,371 +54	+2%	+$1.39K	﹤0.01%	1029
2021 Q4	$61.5K	Buy	2,317 +14	+0.6%	+$373	0.01%	1043
2021 Q3	$62.1K	Buy	+2,303	New	+$62.5K	0.01%	1023

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

Koshinski Asset Management's IBDS Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.8% in Q2 2026, buying an estimated $28.4K and bringing the position to 25,769 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #401.

Koshinski Asset Management first reported a position in IBDS in Q3 2021 and has held it in 13 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Koshinski Asset Management held 25,769 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $624K as of Q2 2026.
Koshinski Asset Management bought 1,172 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $28.4K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #401 holding.
Koshinski Asset Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2021 and has held it in 13 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.