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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
Q3 		$30.1M Sell
1,248,705
-23,619
-2% -$571K 1.93% 14
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

RVW Wealth's IBDS Position: Q3 2026 in Review

RVW Wealth reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.9% in Q3 2026, selling an estimated $571K and leaving 1,248,705 shares worth $30.1M. The position accounts for 1.93% of the portfolio, ranked #14.

RVW Wealth first reported a position in IBDS in Q1 2021 and has held it in 22 quarters since. The position peaked at $30.8M in Q2 2026. 41 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • RVW Wealth held 1,248,705 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $30.1M as of Q3 2026.
  • RVW Wealth sold 23,619 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $571K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 1.93% of RVW Wealth's portfolio in Q3 2026, its #14 holding.
  • RVW Wealth first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • RVW Wealth's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $30.8M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.