Roble Belko & Company’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Roble Belko & Company’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	$2.87M	Buy	118,468 +35,097	+42%	+$849K	0.31%	38
2026 Q1	$2.02M	Buy	83,371 +62,370	+297%	+$1.51M	0.26%	44
2025 Q4	$510K	Buy	21,001 +4,110	+24%	+$99.9K	0.07%	82
2025 Q3	$411K	Buy	16,891 +1,026	+6%	+$24.9K	0.06%	80
2025 Q2	$385K	Hold	15,865	–	–	0.06%	84
2025 Q1	$384K	Hold	15,865	–	–	0.06%	83
2024 Q4	$380K	Buy	15,865 +1,466	+10%	+$35.3K	0.06%	85
2024 Q3	$351K	Buy	14,399 +746	+5%	+$18K	0.06%	85
2024 Q2	$324K	Hold	13,653	–	–	0.05%	86
2024 Q1	$325K	Hold	13,653	–	–	0.06%	86
2023 Q4	$327K	Buy	13,653 +1,539	+13%	+$35.9K	0.06%	74
2023 Q3	$280K	Buy	12,114 +2,335	+24%	+$54.5K	0.06%	75
2023 Q2	$230K	Hold	9,779	–	–	0.05%	79
2023 Q1	$233K	Hold	9,779	–	–	0.05%	85
2022 Q4	$229K	Hold	9,779	–	–	0.05%	89
2022 Q3	$225K	Hold	9,779	–	–	0.05%	84
2022 Q2	$233K	Hold	9,779	–	–	0.05%	88
2022 Q1	$244K	Hold	9,779	–	–	0.05%	93
2021 Q4	$260K	Hold	9,779	–	–	0.05%	87
2021 Q3	$264K	Hold	9,779	–	–	0.05%	75
2021 Q2	$265K	Hold	9,779	–	–	0.06%	81
2021 Q1	$261K	Hold	9,779	–	–	0.06%	75
2020 Q4	$270K	Hold	9,779	–	–	0.07%	71
2020 Q3	$265K	Hold	9,779	–	–	0.08%	71
2020 Q2	$264K	Buy	9,779 +7,493	+328%	+$195K	0.08%	73
2020 Q1	$56K	Buy	2,286 +801	+54%	+$20.7K	0.02%	141
2019 Q4	$39K	Buy	+1,485	New	+$38.5K	0.01%	164

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

Roble Belko & Company's IBDS Position: Q2 2026 in Review

Roble Belko & Company increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 42% in Q2 2026, buying an estimated $849K and bringing the position to 118,468 shares worth $2.87M. The position accounts for 0.31% of the portfolio, ranked #38.

Roble Belko & Company first reported a position in IBDS in Q4 2019 and has held it in 27 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Roble Belko & Company held 118,468 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.87M as of Q2 2026.
Roble Belko & Company bought 35,097 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $849K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.31% of Roble Belko & Company's portfolio in Q2 2026, its #38 holding.
Roble Belko & Company first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2019 and has held it in 27 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.