Timber Creek Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Timber Creek 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 Q2	$983K	Buy	40,601 +1,661	+4%	+$40.2K	0.2%	63
2026 Q1	$944K	Buy	38,940 +14	+0%	+$340	0.23%	61
2025 Q4	$945K	Buy	38,926 +2,360	+6%	+$57.3K	0.22%	62
2025 Q3	$890K	Sell	36,566 -365	-1%	-$8.85K	0.22%	71
2025 Q2	$894K	Buy	36,931 +2,377	+7%	+$57.4K	0.23%	72
2025 Q1	$836K	Buy	34,554 +62	+0.2%	+$1.49K	0.22%	71
2024 Q4	$826K	Sell	34,492 -5,171	-13%	-$124K	0.24%	62
2024 Q3	$967K	Buy	39,663 +5,647	+17%	+$136K	0.27%	67
2024 Q2	$807K	Sell	34,016 -732	-2%	-$17.3K	0.24%	63
2024 Q1	$827K	Buy	34,748 +1,045	+3%	+$24.9K	0.26%	62
2023 Q4	$807K	Buy	33,703 +2,671	+9%	+$62.3K	0.27%	58
2023 Q3	$718K	Sell	31,032 -1,326	-4%	-$30.9K	0.26%	60
2023 Q2	$760K	Sell	32,358 -956	-3%	-$22.6K	0.26%	56
2023 Q1	$794K	Sell	33,314 -3,290	-9%	-$77.7K	0.28%	54
2022 Q4	$855K	Buy	36,604 +5,749	+19%	+$133K	0.32%	52
2022 Q3	$709K	Buy	30,855 +350	+1%	+$8.36K	0.28%	54
2022 Q2	$728K	Sell	30,505 -990	-3%	-$23.9K	0.24%	55
2022 Q1	$785K	Sell	31,495 -3,640	-10%	-$93.3K	0.24%	51
2021 Q4	$933K	Sell	35,135 -2,925	-8%	-$77.9K	0.28%	48
2021 Q3	$1.03M	Buy	38,060 +6,305	+20%	+$171K	0.33%	44
2021 Q2	$858K	Buy	31,755 +725	+2%	+$19.5K	0.28%	44
2021 Q1	$829K	Sell	31,030 -4,105	-12%	-$112K	0.32%	44
2020 Q4	$968K	Sell	35,135 -5,955	-14%	-$163K	0.43%	39
2020 Q3	$1.11M	Sell	41,090 -5,450	-12%	-$148K	0.61%	36
2020 Q2	$1.25M	Sell	46,540 -2,005	-4%	-$52.2K	0.79%	34
2020 Q1	$1.19M	Buy	48,545 +795	+2%	+$20.5K	0.87%	35
2019 Q4	$1.24M	Sell	47,750 -740	-2%	-$19.2K	0.75%	39
2019 Q3	$1.26M	Buy	48,490 +37,610	+346%	+$967K	0.8%	38
2019 Q2	$277K	Buy	10,880 +4,925	+83%	+$122K	0.18%	53
2019 Q1	$146K	Buy	+5,955	New	+$142K	0.1%	60

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

Timber Creek Capital Management's IBDS Position: Q2 2026 in Review

Timber Creek Capital Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.3% in Q2 2026, buying an estimated $40.2K and bringing the position to 40,601 shares worth $983K. The position accounts for 0.2% of the portfolio, ranked #63.

Timber Creek Capital Management first reported a position in IBDS in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.26M in Q3 2019. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Timber Creek Capital Management held 40,601 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $983K as of Q2 2026.
Timber Creek Capital Management bought 1,661 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $40.2K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.2% of Timber Creek Capital Management's portfolio in Q2 2026, its #63 holding.
Timber Creek Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
Timber Creek Capital Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.26M in Q3 2019.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Timber Creek Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.