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 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

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

Venture Visionary Partners's IBDS Position: Q2 2026 in Review

Venture Visionary Partners reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 20% in Q2 2026, selling an estimated $2.81M and leaving 456,702 shares worth $11.1M. The position accounts for 0.31% of the portfolio, ranked #90.

Venture Visionary Partners first reported a position in IBDS in Q3 2022 and has held it in 10 quarters since. The position peaked at $28.4M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Venture Visionary Partners held 456,702 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $11.1M as of Q2 2026.
Venture Visionary Partners sold 116,148 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $2.81M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.31% of Venture Visionary Partners's portfolio in Q2 2026, its #90 holding.
Venture Visionary Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2022 and has held it in 10 quarters since.
Venture Visionary Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $28.4M in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.