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Thoroughbred Financial Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Thoroughbred Financial Services’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 		$787K Buy
32,504
+3,789
+13% +$91.7K 0.04% 342
2026
Q1 		$696K Buy
28,715
+833
+3% +$20.2K 0.04% 339
2025
Q4 		$676K Buy
27,882
+3,691
+15% +$89.7K 0.04% 338
2025
Q3 		$588K Buy
24,191
+67
+0.3% +$1.63K 0.04% 354
2025
Q2 		$585K Buy
24,124
+420
+2% +$10.1K 0.04% 346
2025
Q1 		$573K Buy
23,704
+1,314
+6% +$31.6K 0.04% 391
2024
Q4 		$536K Buy
22,390
+489
+2% +$11.8K 0.03% 386
2024
Q3 		$533K Buy
21,901
+275
+1% +$6.63K 0.03% 379
2024
Q2 		$513K Buy
21,626
+3,399
+19% +$80.4K 0.03% 380
2024
Q1 		$433K Sell
18,227
-1,833
-9% -$43.6K 0.04% 307
2023
Q4 		$480K Buy
20,060
+6,320
+46% +$147K 0.04% 362
2023
Q3 		$317K Sell
13,740
-342
-2% -$7.98K 0.03% 425
2023
Q2 		$330K Buy
14,082
+1,063
+8% +$25.2K 0.04% 319
2023
Q1 		$310K Buy
13,019
+438
+3% +$10.3K 0.05% 319
2022
Q4 		$294K Buy
12,581
+2,105
+20% +$48.8K 0.05% 307
2022
Q3 		$240K Buy
+10,476
New +$250K 0.05% 316
2022
Q2 		– Sell
-8,294
Closed -$206K – 378
2022
Q1 		$206K Buy
8,294
+4
+0% +$103 0.03% 352
2021
Q4 		$220K Buy
8,290
+565
+7% +$15.1K 0.05% 309
2021
Q3 		$208K Buy
+7,725
New +$210K 0.05% 305
2020
Q4 		– Sell
-11,223
Closed -$304K – 240
2020
Q3 		$304K Buy
11,223
+6
+0.1% +$163 0.11% 174
2020
Q2 		$302K Buy
11,217
+8
+0.1% +$208 0.13% 172
2020
Q1 		$275K Buy
11,209
+435
+4% +$11.2K 0.1% 188
2019
Q4 		$280K Buy
+10,774
New +$279K 0.09% 201
2019
Q3 		– Sell
-18,304
Closed -$521K – 237
2019
Q2 		$521K Buy
+18,304
New +$453K 0.2% 110

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Thoroughbred Financial Services's IBDS Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 13% in Q2 2026, buying an estimated $91.7K and bringing the position to 32,504 shares worth $787K. The position accounts for 0.04% of the portfolio, ranked #342.

Thoroughbred Financial Services first reported a position in IBDS in Q2 2019 and has held it in 24 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Thoroughbred Financial Services held 32,504 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $787K as of Q2 2026.
  • Thoroughbred Financial Services bought 3,789 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $91.7K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Thoroughbred Financial Services's portfolio in Q2 2026, its #342 holding.
  • Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2019 and has held it in 24 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.