Princeton Global Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Princeton Global Asset 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	$1.49M	Sell	61,529 -4	-0%	-$97	0.21%	84
2026 Q1	$1.49M	Buy	61,533 +3,726	+6%	+$90.4K	0.24%	82
2025 Q4	$1.4M	Buy	57,807 +8,624	+18%	+$210K	0.23%	84
2025 Q3	$1.2M	Buy	49,183 +3,530	+8%	+$85.6K	0.2%	95
2025 Q2	$1.11M	Sell	45,653 -809	-2%	-$19.5K	0.2%	92
2025 Q1	$1.12M	Buy	46,462 +9,663	+26%	+$232K	0.22%	90
2024 Q4	$882K	Buy	36,799 +10,901	+42%	+$262K	0.16%	102
2024 Q3	$631K	Buy	25,898 +1,350	+5%	+$32.5K	0.12%	116
2024 Q2	$583K	Buy	24,548 +809	+3%	+$19.1K	0.13%	101
2024 Q1	$565K	Sell	23,739 -1,122	-5%	-$26.7K	0.13%	102
2023 Q4	$595K	Buy	24,861 +1,736	+8%	+$40.5K	0.15%	99
2023 Q3	$535K	Sell	23,125 -6,770	-23%	-$158K	0.15%	101
2023 Q2	$702K	Sell	29,895 -430	-1%	-$10.2K	0.21%	92
2023 Q1	$722K	Hold	30,325	–	–	0.21%	93
2022 Q4	$709K	Hold	30,325	–	–	0.23%	91
2022 Q3	$697K	Hold	30,325	–	–	0.24%	91
2022 Q2	$724K	Hold	30,325	–	–	0.23%	92
2022 Q1	$756K	Sell	30,325 -800	-3%	-$20.5K	0.21%	99
2021 Q4	$827K	Sell	31,125 -2,220	-7%	-$59.1K	0.23%	100
2021 Q3	$900K	Buy	33,345 +3,440	+12%	+$93.3K	0.27%	89
2021 Q2	$809K	Buy	29,905 +380	+1%	+$10.2K	0.25%	98
2021 Q1	$789K	Buy	29,525 +175	+0.6%	+$4.76K	0.26%	99
2020 Q4	$809K	Sell	29,350 -6,110	-17%	-$167K	0.28%	94
2020 Q3	$962K	Buy	35,460 +3,545	+11%	+$96.5K	0.39%	75
2020 Q2	$860K	Buy	+31,915	New	+$830K	0.27%	107

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Princeton Global Asset Management's IBDS Position: Q2 2026 in Review

Princeton Global Asset Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.01% in Q2 2026, selling an estimated $97 and leaving 61,529 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #84.

Princeton Global Asset Management first reported a position in IBDS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.49M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Princeton Global Asset Management held 61,529 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.49M as of Q2 2026.
Princeton Global Asset Management sold 4 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $97.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.21% of Princeton Global Asset Management's portfolio in Q2 2026, its #84 holding.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2020 and has held it in 25 quarters since.
Princeton Global Asset Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.49M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.