Northstar Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Northstar Group’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	–	Hold	0	–	–	–	15
2026 Q1	–	Hold	0	–	–	–	13
2025 Q4	–	Hold	0	–	–	–	13
2025 Q3	–	Hold	0	–	–	–	14
2025 Q2	–	Hold	0	–	–	–	15
2025 Q1	–	Hold	0	–	–	–	18
2024 Q4	–	Hold	0	–	–	–	28
2024 Q3	–	Hold	0	–	–	–	28
2024 Q2	–	Hold	0	–	–	–	32
2024 Q1	–	Hold	0	–	–	–	41
2023 Q4	–	Hold	0	–	–	–	61

Other funds holding IBDS

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

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return