Legacy Bridge
IBDS icon

Legacy Bridge’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Legacy Bridge’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 		$29.4K Sell
1,218
-150
-11% -$3.62K 0.01% 234
2026
Q2 		$33.1K Sell
1,368
-50
-4% -$1.21K 0.01% 227
2026
Q1 		$34.4K Hold
1,418
– – 0.01% 218
2025
Q4 		$34.4K Sell
1,418
-275
-16% -$6.68K 0.01% 221
2025
Q3 		$41.2K Buy
1,693
+795
+89% +$19.3K 0.02% 207
2025
Q2 		$21.8K Buy
898
+61
+7% +$1.47K 0.01% 225
2025
Q1 		$20.2K Buy
837
+655
+360% +$15.8K 0.01% 222
2024
Q4 		$4.36K Hold
182
– – ﹤0.01% 276
2024
Q3 		$4.44K Hold
182
– – ﹤0.01% 274
2024
Q2 		$4.32K Hold
182
– – ﹤0.01% 270
2024
Q1 		$4.33K Hold
182
– – ﹤0.01% 297
2023
Q4 		$4.36K Buy
+182
New +$4.25K ﹤0.01% 277

Other funds holding IBDS

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Bridge's IBDS Position: Q3 2026 in Review

Legacy Bridge reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q3 2026, selling an estimated $3.62K and leaving 1,218 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #234.

Legacy Bridge first reported a position in IBDS in Q4 2023 and has held it in 12 quarters since. The position peaked at $41.2K in Q3 2025. 290 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Legacy Bridge held 1,218 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $29.4K as of Q3 2026.
  • Legacy Bridge sold 150 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $3.62K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Legacy Bridge's portfolio in Q3 2026, its #234 holding.
  • Legacy Bridge first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Bridge's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $41.2K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.