Single Point Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Single Point Partners’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	$219K	Buy	+9,063	New	+$219K	0.04%	87

Other funds holding IBDS

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Single Point Partners's IBDS Position: Q3 2026 in Review

Single Point Partners opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 9,063 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #87 among its holdings.

98 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Single Point Partners held 9,063 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $219K as of Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Single Point Partners position in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Single Point Partners's portfolio in Q3 2026, its #87 holding.
98 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Single Point Partners's 13F filing for Q3 2026, filed 19 Oct 2026.