Valley Wealth Managers
IBDS icon

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
Q3 		$1.54M Sell
63,847
-5,068
-7% -$122K 0.09% 126
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 		$1.34M 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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Valley Wealth Managers's IBDS Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 7.4% in Q3 2026, selling an estimated $122K and leaving 63,847 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #126.

Valley Wealth Managers first reported a position in IBDS in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.81M in Q3 2024. 134 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Valley Wealth Managers held 63,847 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.54M as of Q3 2026.
  • Valley Wealth Managers sold 5,068 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $122K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.09% of Valley Wealth Managers's portfolio in Q3 2026, its #126 holding.
  • Valley Wealth Managers first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 18 quarters since.
  • Valley Wealth Managers's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.81M in Q3 2024.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.