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S.E.E.D. Planning Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

S.E.E.D. Planning Group’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 		$426K Sell
17,674
-1,002
-5% -$24.2K 0.1% 76
2026
Q2 		$452K Buy
+18,676
New +$452K 0.12% 76

Other funds holding IBDS

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

S.E.E.D. Planning Group's IBDS Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 5.4% in Q3 2026, selling an estimated $24.2K and leaving 17,674 shares worth $426K. The position accounts for 0.1% of the portfolio, ranked #76.

S.E.E.D. Planning Group first reported a position in IBDS in Q2 2026 and has held it in 2 quarters since. The position peaked at $452K in Q2 2026. 24 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • S.E.E.D. Planning Group held 17,674 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $426K as of Q3 2026.
  • S.E.E.D. Planning Group sold 1,002 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $24.2K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.1% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #76 holding.
  • S.E.E.D. Planning Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • S.E.E.D. Planning Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $452K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.