S
IBDS icon

SignatureFD’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

SignatureFD’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 		$1.63M Buy
67,323
+13,838
+26% +$335K 0.02% 306
2026
Q1 		$1.3M Buy
53,485
+44,004
+464% +$1.07M 0.02% 331
2025
Q4 		$230K Sell
9,481
-2,254
-19% -$54.8K ﹤0.01% 891
2025
Q3 		$286K Buy
11,735
+10,074
+607% +$244K ﹤0.01% 794
2025
Q2 		$40.3K Hold
1,661
– – ﹤0.01% 1703
2025
Q1 		$40.2K Buy
+1,661
New +$39.9K ﹤0.01% 1704
2024
Q3 		– Sell
-1,000
Closed -$23.7K – 3279
2024
Q2 		$23.7K Buy
+1,000
New +$23.6K ﹤0.01% 1880

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

SignatureFD's IBDS Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 26% in Q2 2026, buying an estimated $335K and bringing the position to 67,323 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #306.

SignatureFD first reported a position in IBDS in Q2 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • SignatureFD held 67,323 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.63M as of Q2 2026.
  • SignatureFD bought 13,838 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $335K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of SignatureFD's portfolio in Q2 2026, its #306 holding.
  • SignatureFD first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2024 and has held it in 7 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.