Prosperity Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Prosperity Planning’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 Q3	–	Hold	0	–	–	–	79
2026 Q2	–	Hold	0	–	–	–	77
2026 Q1	–	Hold	0	–	–	–	70
2025 Q4	–	Hold	0	–	–	–	69
2025 Q3	–	Hold	0	–	–	–	73
2025 Q2	–	Hold	0	–	–	–	74
2025 Q1	–	Hold	0	–	–	–	74
2024 Q4	–	Hold	0	–	–	–	78
2024 Q3	–	Hold	0	–	–	–	77
2024 Q2	–	Hold	0	–	–	–	77
2024 Q1	–	Hold	0	–	–	–	76
2023 Q4	–	Hold	0	–	–	–	73
2022 Q2	–	Hold	0	–	–	–	90
2022 Q1	–	Hold	0	–	–	–	92
2021 Q4	–	Hold	0	–	–	–	87
2021 Q3	–	Hold	0	–	–	–	90
2021 Q2	–	Hold	0	–	–	–	83
2021 Q1	–	Hold	0	–	–	–	79

Other funds holding IBDS

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return