Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Paradigm Strategies in 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	$1.08M	Sell	44,524 -10,753	-19%	-$260K	0.66%	26
2026 Q1	$1.34M	Sell	55,277 -5,606	-9%	-$136K	0.91%	20
2025 Q4	$1.48M	Sell	60,883 -6,724	-10%	-$163K	0.97%	18
2025 Q3	$1.65M	Sell	67,607 -467	-0.7%	-$11.3K	1.05%	17
2025 Q2	$1.65M	Sell	68,074 -1,513	-2%	-$36.5K	1.08%	18
2025 Q1	$1.68M	Sell	69,587 -715	-1%	-$17.2K	1.13%	16
2024 Q4	$1.68M	Buy	+70,302	New	+$1.69M	1.11%	17
2024 Q3	–	Sell	-71,984	Closed	-$1.73M	–	14
2024 Q2	$1.71M	Buy	71,984 +1,236	+2%	+$29.2K	1.05%	17
2024 Q1	$1.68M	Buy	70,748 +5,650	+9%	+$135K	1.04%	18
2023 Q4	$1.56M	Buy	65,098 +13,667	+27%	+$319K	1.02%	16
2023 Q3	$1.19M	Buy	+51,431	New	+$1.2M	0.76%	20

Other funds holding IBDS

HPC

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

AIA

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

Paradigm Strategies in Wealth Management's IBDS Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 19% in Q2 2026, selling an estimated $260K and leaving 44,524 shares worth $1.08M. The position accounts for 0.66% of the portfolio, ranked #26.

Paradigm Strategies in Wealth Management first reported a position in IBDS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q2 2024. 140 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Paradigm Strategies in Wealth Management held 44,524 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.08M as of Q2 2026.
Paradigm Strategies in Wealth Management sold 10,753 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $260K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.66% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #26 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.71M in Q2 2024.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.