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Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$294K Sell
12,174
-17
-0.1% -$411 0.18% 14
2026
Q1 		$296K Buy
12,191
+867
+8% +$21K 0.18% 14
2025
Q4 		$275K Buy
11,324
+1,616
+17% +$39.3K 0.17% 15
2025
Q3 		$236K Sell
9,708
-20
-0.2% -$485 0.15% 18
2025
Q2 		$236K Buy
9,728
+8,581
+748% +$207K 0.16% 14
2025
Q1 		$27.7K Buy
+1,147
New +$27.6K 0.02% 96

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's IBDS Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.14% in Q2 2026, selling an estimated $411 and leaving 12,174 shares worth $294K. The position accounts for 0.18% of the portfolio, ranked #14.

Sarver Vrooman Wealth Advisors first reported a position in IBDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $296K in Q1 2026. 76 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 12,174 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $294K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 17 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $411.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.18% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $296K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.