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Patriot Investment Management Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Patriot Investment Management 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 		$855K Sell
35,316
-1,240
-3% -$30K 0.05% 133
2026
Q1 		$886K Hold
36,556
– – 0.06% 128
2025
Q4 		$888K Buy
36,556
+8,199
+29% +$199K 0.06% 124
2025
Q3 		$690K Buy
28,357
+5,780
+26% +$140K 0.05% 139
2025
Q2 		$548K Buy
22,577
+1,035
+5% +$25K 0.04% 149
2025
Q1 		$521K Buy
21,542
+835
+4% +$20.1K 0.04% 149
2024
Q4 		$496K Buy
20,707
+9,702
+88% +$234K 0.04% 156
2024
Q3 		$268K Buy
11,005
+1,025
+10% +$24.7K 0.02% 216
2024
Q2 		$237K Hold
9,980
– – 0.02% 222
2024
Q1 		$238K Hold
9,980
– – 0.02% 225
2023
Q4 		$239K Buy
+9,980
New +$233K 0.02% 219
2023
Q1 		– Sell
-4,755
Closed -$114K – 288
2022
Q4 		$114K Buy
+4,755
New +$110K 0.01% 271
2020
Q3 		– Sell
-4,385
Closed -$118K – 395
2020
Q2 		$118K Buy
+4,385
New +$114K 0.02% 250

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Patriot Investment Management Group's IBDS Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.4% in Q2 2026, selling an estimated $30K and leaving 35,316 shares worth $855K. The position accounts for 0.05% of the portfolio, ranked #133.

Patriot Investment Management Group first reported a position in IBDS in Q2 2020 and has held it in 13 quarters since. The position peaked at $888K in Q4 2025. 159 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Patriot Investment Management Group held 35,316 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $855K as of Q2 2026.
  • Patriot Investment Management Group sold 1,240 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $30K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of Patriot Investment Management Group's portfolio in Q2 2026, its #133 holding.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2020 and has held it in 13 quarters since.
  • Patriot Investment Management Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $888K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.