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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Strid Group's IBDS Position: Q1 2026 in Review

Strid Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 16% in Q1 2026, buying an estimated $2.09M and bringing the position to 614,150 shares worth $14.9M. The position accounts for 1.85% of the portfolio, ranked #7.

Strid Group first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Strid Group held 614,150 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $14.9M as of Q1 2026.
Strid Group bought 86,127 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $2.09M.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.85% of Strid Group's portfolio in Q1 2026, its #7 holding.
Strid Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Strid Group's 13F filing for Q1 2026, filed 29 Apr 2026.