KPP Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

KPP Advisory Services’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	$347K	Sell	14,320 -40	-0.3%	-$968	0.04%	281
2026 Q1	$348K	Buy	14,360 +1,540	+12%	+$37.4K	0.05%	264
2025 Q4	$311K	Buy	+12,820	New	+$311K	0.05%	267

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

KPP Advisory Services's IBDS Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.28% in Q2 2026, selling an estimated $968 and leaving 14,320 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #281.

KPP Advisory Services first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

KPP Advisory Services held 14,320 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $347K as of Q2 2026.
KPP Advisory Services sold 40 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $968.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #281 holding.
KPP Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
KPP Advisory Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $348K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.