Scott Capital Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Scott Capital 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	$345K	Buy	+14,264	New	+$345K	0.05%	50

Other funds holding IBDS

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Scott Capital Advisors's IBDS Position: Q2 2026 in Review

Scott Capital Advisors opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 14,264 shares worth $345K. The stake represents 0.05% of the portfolio and ranks #50 among its holdings.

140 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Scott Capital Advisors held 14,264 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $345K as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Scott Capital Advisors position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of Scott Capital Advisors's portfolio in Q2 2026, its #50 holding.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.