TF
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Threadgill Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Threadgill Financial’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
-1,420,636
Closed -$34.4M – 38
2026
Q1 		$34.4M Buy
1,420,636
+554,192
+64% +$13.5M 10% 3
2025
Q4 		$21.6M Buy
+866,444
New +$21M 8.9% 3

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Threadgill Financial's IBDS Position: Q2 2026 in Review

Threadgill Financial sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 1,420,636 shares — an estimated $34.4M sold.

Threadgill Financial first reported a position in IBDS in Q4 2025 and held it in 2 quarters. The position peaked at $34.4M in Q1 2026. 140 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Threadgill Financial reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Threadgill Financial sold 1,420,636 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $34.4M.
  • Threadgill Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and held it in 2 quarters.
  • Threadgill Financial's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $34.4M in Q1 2026.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Threadgill Financial's 13F filing for Q2 2026, filed 8 Jul 2026.