RW
IBDS icon

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

RVW Wealth’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 		$30.8M Buy
1,272,324
+54,404
+4% +$1.32M 2.03% 13
2026
Q1 		$29.5M Buy
1,217,920
+47,339
+4% +$1.15M 2.3% 11
2025
Q4 		$28.4M Buy
1,170,581
+133,386
+13% +$3.24M 2.17% 14
2025
Q3 		$25.2M Buy
1,037,195
+14,255
+1% +$346K 1.97% 15
2025
Q2 		$24.8M Buy
1,022,940
+55,018
+6% +$1.33M 2.11% 16
2025
Q1 		$23.4M Buy
967,922
+11,878
+1% +$286K 2.2% 15
2024
Q4 		$22.9M Buy
956,044
+80,187
+9% +$1.93M 2.14% 17
2024
Q3 		$21.3M Buy
875,857
+73,089
+9% +$1.76M 1.98% 18
2024
Q2 		$19M Buy
802,768
+85,938
+12% +$2.03M 1.9% 18
2024
Q1 		$17.1M Sell
716,830
-13,486
-2% -$321K 1.75% 23
2023
Q4 		$17.5M Buy
730,316
+183
+0% +$4.27K 1.92% 21
2023
Q3 		$16.9M Sell
730,133
-15,524
-2% -$362K 2.04% 20
2023
Q2 		$17.5M Sell
745,657
-7,560
-1% -$179K 2.07% 21
2023
Q1 		$17.9M Buy
753,217
+5,002
+0.7% +$118K 2.22% 19
2022
Q4 		$17.5M Buy
748,215
+710,224
+1,869% +$16.5M 2.23% 20
2022
Q3 		$874K Buy
+37,991
New +$908K 0.12% 79
2022
Q2 		– Sell
-14,316
Closed -$357K – 133
2022
Q1 		$357K Buy
14,316
+2,855
+25% +$73.2K 0.04% 107
2021
Q4 		$304K Sell
11,461
-8,112
-41% -$216K 0.03% 109
2021
Q3 		$1M Buy
19,573
+1,328
+7% +$36K 0.12% 69
2021
Q2 		$0 Buy
18,245
+4,551
+33% +$123K ﹤0.01% 92
2021
Q1 		$1M Buy
+13,694
New +$373K 0.13% 76

Other funds holding IBDS

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return