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

Riverchase 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	$2.71M	Buy	112,074 +1,367	+1%	+$33.1K	1.27%	13
2026 Q1	$2.68M	Buy	110,707 +1,626	+1%	+$39.5K	1.4%	12
2025 Q4	$2.65M	Buy	109,081 +33,717	+45%	+$819K	1.44%	12
2025 Q3	$1.83M	Buy	75,364 +15,522	+26%	+$376K	1.04%	20
2025 Q2	$1.45M	Buy	59,842 +13,119	+28%	+$317K	0.92%	20
2025 Q1	$1.13M	Buy	46,723 +15,421	+49%	+$371K	0.79%	24
2024 Q4	$750K	Buy	+31,302	New	+$753K	0.56%	31

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

Riverchase Wealth Management's IBDS Position: Q2 2026 in Review

Riverchase Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.2% in Q2 2026, buying an estimated $33.1K and bringing the position to 112,074 shares worth $2.71M. The position accounts for 1.27% of the portfolio, ranked #13.

Riverchase Wealth Management first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Riverchase Wealth Management held 112,074 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.71M as of Q2 2026.
Riverchase Wealth Management bought 1,367 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $33.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.27% of Riverchase Wealth Management's portfolio in Q2 2026, its #13 holding.
Riverchase Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.