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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

RVW Wealth's IBDS Position: Q2 2026 in Review

RVW Wealth increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.5% in Q2 2026, buying an estimated $1.32M and bringing the position to 1,272,324 shares worth $30.8M. The position accounts for 2.03% of the portfolio, ranked #13.

RVW Wealth first reported a position in IBDS in Q1 2021 and has held it in 21 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • RVW Wealth held 1,272,324 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $30.8M as of Q2 2026.
  • RVW Wealth bought 54,404 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.32M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 2.03% of RVW Wealth's portfolio in Q2 2026, its #13 holding.
  • RVW Wealth first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 21 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.