TABR Capital Management
IBDS icon

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
Q3 		$25.8M Buy
+1,069,197
New +$25.8M 18.9% 1
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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 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
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

TABR Capital Management's IBDS Position: Q3 2026 in Review

TABR Capital Management opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 1,069,197 shares worth $25.8M. The stake represents 18.9% of the portfolio and ranks #1 among its holdings. This is a return to the name: TABR Capital Management previously reported a position in IBDS as recently as Q1 2026.

TABR Capital Management first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • TABR Capital Management held 1,069,197 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $25.8M as of Q3 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF was a new TABR Capital Management position in Q3 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 18.9% of TABR Capital Management's portfolio in Q3 2026, its #1 holding.
  • TABR Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.