Scott Capital Advisors
IBDS icon

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
Q3 		$4.2M Buy
174,409
+160,145
+1,123% +$3.87M 0.6% 24
2026
Q2 		$345K Buy
+14,264
New +$345K 0.05% 50

Other funds holding IBDS

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Scott Capital Advisors's IBDS Position: Q3 2026 in Review

Scott Capital Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1,123% in Q3 2026, buying an estimated $3.87M and bringing the position to 174,409 shares worth $4.2M. The position accounts for 0.6% of the portfolio, ranked #24.

Scott Capital Advisors first reported a position in IBDS in Q2 2026 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Scott Capital Advisors held 174,409 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.2M as of Q3 2026.
  • Scott Capital Advisors bought 160,145 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $3.87M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.6% of Scott Capital Advisors's portfolio in Q3 2026, its #24 holding.
  • Scott Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.