Strid Group
IBDS icon

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

Strid Group’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 		$15.5M Buy
642,838
+31,909
+5% +$771K 1.69% 8
2026
Q2 		$14.8M Sell
610,929
-3,221
-0.5% -$77.9K 1.64% 9
2026
Q1 		$14.9M Buy
614,150
+86,127
+16% +$2.09M 1.85% 7
2025
Q4 		$12.8M Buy
528,023
+92,538
+21% +$2.25M 1.6% 11
2025
Q3 		$10.6M Buy
435,485
+601
+0.1% +$14.6K 1.35% 13
2025
Q2 		$10.6M Buy
434,884
+93,405
+27% +$2.25M 1.48% 11
2025
Q1 		$8.26M Buy
341,479
+142,378
+72% +$3.42M 1.28% 11
2024
Q4 		$4.77M Buy
199,101
+62,556
+46% +$1.51M 0.74% 16
2024
Q3 		$3.33M Sell
136,545
-23,150
-14% -$558K 0.51% 19
2024
Q2 		$3.79M Buy
159,695
+87,365
+121% +$2.07M 0.63% 16
2024
Q1 		$1.72M Buy
72,330
+54,409
+304% +$1.3M 0.31% 20
2023
Q4 		$429K Buy
+17,921
New +$418K 0.09% 38

Other funds holding IBDS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Strid Group's IBDS Position: Q3 2026 in Review

Strid Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 5.2% in Q3 2026, buying an estimated $771K and bringing the position to 642,838 shares worth $15.5M. The position accounts for 1.69% of the portfolio, ranked #8.

Strid Group first reported a position in IBDS in Q4 2023 and has held it in 12 quarters since. 370 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Strid Group held 642,838 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $15.5M as of Q3 2026.
  • Strid Group bought 31,909 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $771K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 1.69% of Strid Group's portfolio in Q3 2026, its #8 holding.
  • Strid Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Strid Group's 13F filing for Q3 2026, filed 28 Oct 2026.