Talisman Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Talisman Wealth Advisors’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	$214K	Buy	+8,836	New	+$214K	0.16%	105
2025 Q1	–	Sell	-8,725	Closed	-$209K	–	107
2024 Q4	$209K	Sell	8,725 -2,708	-24%	-$65.2K	0.22%	98
2024 Q3	$279K	Buy	+11,433	New	+$276K	0.29%	80

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

Talisman Wealth Advisors's IBDS Position: Q2 2026 in Review

Talisman Wealth Advisors opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 8,836 shares worth $214K. The stake represents 0.16% of the portfolio and ranks #105 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in IBDS as recently as Q4 2024.

Talisman Wealth Advisors first reported a position in IBDS in Q3 2024 and has held it in 3 quarters since. The position peaked at $279K in Q3 2024. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Talisman Wealth Advisors held 8,836 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $214K as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Talisman Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.16% of Talisman Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Talisman Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 3 quarters since.
Talisman Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $279K in Q3 2024.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.