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Three Bearings Fiduciary Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Three Bearings Fiduciary 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 		$24.8K Hold
1,022
– – 0.02% 100
2026
Q1 		$24.8K Hold
1,022
– – 0.02% 97
2025
Q4 		$24.9K Buy
+1,022
New +$24.8K 0.02% 100

Other funds holding IBDS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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

Three Bearings Fiduciary Advisors's IBDS Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 1,022 shares worth $24.8K. The position accounts for 0.02% of the portfolio, ranked #100.

Three Bearings Fiduciary Advisors first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.9K in Q4 2025. 280 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 1,022 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $24.8K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #100 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $24.9K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.