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TABR Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

TABR Capital Management’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 		– Sell
-990,460
Closed -$24M – 64
2026
Q1 		$24M Buy
990,460
+30,999
+3% +$752K 22.09% 2
2025
Q4 		$23.3M Sell
959,461
-99,057
-9% -$2.41M 15.54% 2
2025
Q3 		$25.8M Buy
1,058,518
+9,067
+0.9% +$220K 17.65% 2
2025
Q2 		$25.5M Buy
1,049,451
+17,009
+2% +$410K 21.84% 2
2025
Q1 		$25M Buy
1,032,442
+19,746
+2% +$475K 26.01% 2
2024
Q4 		$24.3M Buy
+1,012,696
New +$24.4M 21.26% 2

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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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

TABR Capital Management's IBDS Position: Q2 2026 in Review

TABR Capital Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 990,460 shares — an estimated $24M sold.

TABR Capital Management first reported a position in IBDS in Q4 2024 and held it in 6 quarters. The position peaked at $25.8M in Q3 2025. 175 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • TABR Capital Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • TABR Capital Management sold 990,460 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $24M.
  • TABR Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 6 quarters.
  • TABR Capital Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $25.8M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on TABR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.