MinichMacGregor Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

MinichMacGregor Wealth 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	$209K	Hold	8,633	–	–	0.03%	145
2026 Q1	$209K	Hold	8,633	–	–	0.04%	130
2025 Q4	$210K	Hold	8,633	–	–	0.04%	127
2025 Q3	$210K	Hold	8,633	–	–	0.04%	132
2025 Q2	$210K	Hold	8,633	–	–	0.04%	116
2025 Q1	$209K	Buy	+8,633	New	+$208K	0.05%	121

Other funds holding IBDS

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

MinichMacGregor Wealth Management's IBDS Position: Q2 2026 in Review

MinichMacGregor Wealth Management held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 8,633 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #145.

MinichMacGregor Wealth Management first reported a position in IBDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $210K in Q3 2025. 76 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

MinichMacGregor Wealth Management held 8,633 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $209K as of Q2 2026.
MinichMacGregor Wealth Management left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #145 holding.
MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
MinichMacGregor Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $210K in Q3 2025.
76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.