VVP
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Venture Visionary Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Venture Visionary Partners’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 		$12.2M Buy
507,140
+50,438
+11% +$1.22M 0.32% 84
2026
Q2 		$11.1M Sell
456,702
-116,148
-20% -$2.81M 0.31% 90
2026
Q1 		$13.9M Sell
572,850
-588,674
-51% -$14.3M 0.46% 56
2025
Q4 		$28.4M Buy
1,161,524
+11,919
+1% +$290K 0.92% 20
2025
Q3 		$28M Buy
1,149,605
+166,635
+17% +$4.04M 0.96% 19
2025
Q2 		$23.9M Buy
982,970
+62,916
+7% +$1.52M 0.9% 23
2025
Q1 		$22.2M Buy
920,054
+64,313
+8% +$1.55M 0.93% 21
2024
Q4 		$20.5M Buy
+855,741
New +$20.6M 0.87% 23
2024
Q3 		– Hold
0
– – – 24
2024
Q2 		– Sell
-533,807
Closed -$12.6M – 41
2024
Q1 		$12.7M Buy
533,807
+63,919
+14% +$1.52M 0.6% 39
2023
Q4 		$11.2M Buy
+469,888
New +$11M 0.59% 39
2023
Q3 		– Hold
0
– – – 124
2023
Q2 		– Hold
0
– – – 127
2023
Q1 		– Hold
0
– – – 121
2022
Q4 		– Sell
-11,796
Closed -$273K – 60
2022
Q3 		$271K Buy
+11,796
New +$282K 0.02% 386

Other funds holding IBDS

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Venture Visionary Partners's IBDS Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q3 2026, buying an estimated $1.22M and bringing the position to 507,140 shares worth $12.2M. The position accounts for 0.32% of the portfolio, ranked #84.

Venture Visionary Partners first reported a position in IBDS in Q3 2022 and has held it in 11 quarters since. The position peaked at $28.4M in Q4 2025. 40 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Venture Visionary Partners held 507,140 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $12.2M as of Q3 2026.
  • Venture Visionary Partners bought 50,438 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $1.22M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.32% of Venture Visionary Partners's portfolio in Q3 2026, its #84 holding.
  • Venture Visionary Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2022 and has held it in 11 quarters since.
  • Venture Visionary Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $28.4M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.