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Meredith Wealth Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Meredith Wealth Planning’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 		$294K Buy
12,124
+128
+1% +$3.1K 0.07% 65
2026
Q1 		$291K Buy
11,996
+44
+0.4% +$1.07K 0.08% 61
2025
Q4 		$290K Buy
11,952
+172
+1% +$4.18K 0.09% 56
2025
Q3 		$287K Buy
11,780
+127
+1% +$3.08K 0.09% 55
2025
Q2 		$283K Sell
11,653
-284
-2% -$6.85K 0.1% 51
2025
Q1 		$289K Sell
11,937
-37
-0.3% -$890 0.13% 43
2024
Q4 		$287K Buy
11,974
+176
+1% +$4.24K 0.13% 44
2024
Q3 		$288K Buy
11,798
+129
+1% +$3.11K 0.14% 40
2024
Q2 		$277K Buy
11,669
+97
+0.8% +$2.29K 0.15% 39
2024
Q1 		$275K Buy
11,572
+82
+0.7% +$1.95K 0.15% 36
2023
Q4 		$275K Buy
11,490
+86
+0.8% +$2.01K 0.17% 37
2023
Q3 		$264K Buy
11,404
+122
+1% +$2.85K 0.2% 35
2023
Q2 		$265K Buy
11,282
+102
+0.9% +$2.41K 0.22% 31
2023
Q1 		$266K Buy
11,180
+68
+0.6% +$1.6K 0.21% 44
2022
Q4 		$260K Buy
+11,112
New +$258K 0.22% 41

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Meredith Wealth Planning's IBDS Position: Q2 2026 in Review

Meredith Wealth Planning increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.1% in Q2 2026, buying an estimated $3.1K and bringing the position to 12,124 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #65.

Meredith Wealth Planning first reported a position in IBDS in Q4 2022 and has held it in 15 quarters since. 212 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Meredith Wealth Planning held 12,124 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $294K as of Q2 2026.
  • Meredith Wealth Planning bought 128 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $3.1K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.07% of Meredith Wealth Planning's portfolio in Q2 2026, its #65 holding.
  • Meredith Wealth Planning first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.