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

Madden 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	$6.74M	Sell	278,182 -2,385	-0.9%	-$57.7K	2.42%	8
2026 Q1	$6.8M	Buy	280,567 +37,740	+16%	+$916K	2.68%	8
2025 Q4	$5.9M	Buy	+242,827	New	+$5.9M	2.37%	10
2025 Q3	–	Sell	-147,994	Closed	-$3.59M	–	18
2025 Q2	$3.59M	Buy	147,994 +41,812	+39%	+$1.01M	1.53%	19
2025 Q1	$2.57M	Buy	106,182 +9,304	+10%	+$224K	1.2%	27
2024 Q4	$2.32M	Buy	96,878 +18,437	+24%	+$444K	1.08%	27
2024 Q3	$1.91M	Buy	78,441 +42,031	+115%	+$1.01M	0.88%	30
2024 Q2	$864K	Buy	36,410 +9,860	+37%	+$233K	0.44%	49
2024 Q1	$632K	Buy	26,550 +9,151	+53%	+$218K	0.33%	54
2023 Q4	$416K	Buy	+17,399	New	+$406K	0.23%	65

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

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

Madden Advisory Services reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.85% in Q2 2026, selling an estimated $57.7K and leaving 278,182 shares worth $6.74M. The position accounts for 2.42% of the portfolio, ranked #8.

Madden Advisory Services first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.8M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Madden Advisory Services held 278,182 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.74M as of Q2 2026.
Madden Advisory Services sold 2,385 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $57.7K.
iShares iBonds Dec 2027 Term Corporate ETF made up 2.42% of Madden Advisory Services's portfolio in Q2 2026, its #8 holding.
Madden Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Madden Advisory Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.8M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.