Valley Wealth Managers’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Valley Wealth Managers’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	$1.67M	Sell	68,915 -2,584	-4%	-$62.5K	0.1%	127
2026 Q1	$1.73M	Buy	71,499 +795	+1%	+$19.3K	0.11%	120
2025 Q4	$1.72M	Buy	70,704 +653	+0.9%	+$15.9K	0.11%	123
2025 Q3	$1.71M	Sell	70,051 -1,608	-2%	-$39K	0.11%	118
2025 Q2	$1.74M	Buy	71,659 +22	+0%	+$531	0.13%	115
2025 Q1	$1.73M	Sell	71,637 -1,770	-2%	-$42.6K	0.13%	116
2024 Q4	$1.76M	Sell	73,407 -711	-1%	-$17.1K	0.13%	113
2024 Q3	$1.81M	Buy	74,118 +494	+0.7%	+$11.9K	0.13%	115
2024 Q2	$1.75M	Buy	73,624 +2,608	+4%	+$61.7K	0.14%	118
2024 Q1	$1.69M	Buy	71,016 +2,919	+4%	+$69.5K	0.13%	115
2023 Q4	$1.63M	Buy	68,097 +2,179	+3%	+$50.9K	0.13%	114
2023 Q3	$1.53M	Sell	65,918 -1,857	-3%	-$43.3K	0.13%	120
2023 Q2	$1.59M	Buy	67,775 +3,472	+5%	+$82.2K	0.14%	99
2023 Q1	$1.53M	Buy	64,303 +2,782	+5%	+$65.7K	0.14%	100
2022 Q4	$1.44M	Buy	61,521 +3,488	+6%	+$80.9K	0.13%	102
2022 Q3	$1.33M	Buy	58,033 +6,879	+13%	+$164K	0.13%	103
2022 Q2	$1.22M	Buy	+51,154	New	+$1.24M	0.11%	106

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

Valley Wealth Managers's IBDS Position: Q2 2026 in Review

Valley Wealth Managers reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.6% in Q2 2026, selling an estimated $62.5K and leaving 68,915 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #127.

Valley Wealth Managers first reported a position in IBDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.81M in Q3 2024. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Valley Wealth Managers held 68,915 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.67M as of Q2 2026.
Valley Wealth Managers sold 2,584 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $62.5K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.1% of Valley Wealth Managers's portfolio in Q2 2026, its #127 holding.
Valley Wealth Managers first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Valley Wealth Managers's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.81M in Q3 2024.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.