Ritholtz Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ritholtz 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 Q1	–	Sell	-12,407	Closed	-$301K	–	1236
2025 Q4	$301K	Sell	12,407 -42	-0.3%	-$1.02K	0.01%	891
2025 Q3	$303K	Sell	12,449 -10,810	-46%	-$262K	0.01%	831
2025 Q2	$564K	Sell	23,259 -1,302	-5%	-$31.4K	0.01%	606
2025 Q1	$594K	Sell	24,561 -1,413	-5%	-$34K	0.02%	545
2024 Q4	$622K	Sell	25,974 -666	-3%	-$16K	0.02%	502
2024 Q3	$649K	Sell	26,640 -27,740	-51%	-$669K	0.02%	493
2024 Q2	$1.29M	Sell	54,380 -1,440	-3%	-$34.1K	0.04%	288
2024 Q1	$1.33M	Buy	55,820 +35,860	+180%	+$854K	0.05%	288
2023 Q4	$478K	Hold	19,960	–	–	0.02%	500
2023 Q3	$462K	Buy	19,960 +2,000	+11%	+$46.7K	0.02%	470
2023 Q2	$422K	Hold	17,960	–	–	0.02%	467
2023 Q1	$428K	Hold	17,960	–	–	0.02%	442
2022 Q4	$420K	Buy	+17,960	New	+$416K	0.02%	400

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

SVWAG

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Ritholtz Wealth Management's IBDS Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 12,407 shares — an estimated $301K sold.

Ritholtz Wealth Management first reported a position in IBDS in Q4 2022 and held it in 13 quarters. The position peaked at $1.33M in Q1 2024. 429 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 12,407 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $301K.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and held it in 13 quarters.
Ritholtz Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.33M in Q1 2024.
429 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.