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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Strid Group's IBDS Position: Q2 2026 in Review

Strid Group reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.52% in Q2 2026, selling an estimated $77.9K and leaving 610,929 shares worth $14.8M. The position accounts for 1.64% of the portfolio, ranked #9.

Strid Group first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.9M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Strid Group held 610,929 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $14.8M as of Q2 2026.
Strid Group sold 3,221 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $77.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.64% of Strid Group's portfolio in Q2 2026, its #9 holding.
Strid Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Strid Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $14.9M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.