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Virginia Wealth Management Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Virginia Wealth Management Group’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 		– Sell
-199,615
Closed -$4.83M – 10
2026
Q1 		$4.84M Sell
199,615
-970
-0.5% -$23.5K 2.59% 17
2025
Q4 		$4.87M Buy
200,585
+6,240
+3% +$152K 2.85% 13
2025
Q3 		$4.73M Buy
194,345
+15,160
+8% +$368K 2.72% 16
2025
Q2 		$4.35M Buy
179,185
+4,480
+3% +$108K 2.64% 16
2025
Q1 		$4.22M Buy
174,705
+20,200
+13% +$486K 2.61% 18
2024
Q4 		$3.7M Buy
154,505
+19,385
+14% +$467K 2.29% 23
2024
Q3 		$3.29M Buy
+135,120
New +$3.26M 2.06% 28
2024
Q2 		– Sell
-127,120
Closed -$3.01M – 19
2024
Q1 		$3.03M Sell
127,120
-3,785
-3% -$90.1K 2.47% 19
2023
Q4 		$3.13M Sell
130,905
-2,325
-2% -$54.3K 2.74% 14
2023
Q3 		$3.08M Buy
133,230
+6,375
+5% +$149K 2.09% 25
2023
Q2 		$2.98M Buy
126,855
+2,140
+2% +$50.6K 2.04% 24
2023
Q1 		$2.97M Buy
124,715
+4,575
+4% +$108K 2.04% 22
2022
Q4 		$2.81M Buy
120,140
+32,425
+37% +$752K 1.95% 23
2022
Q3 		$2.02M Buy
87,715
+13,780
+19% +$329K 1.51% 38
2022
Q2 		$1.76M Sell
73,935
-6,440
-8% -$156K 1.7% 34
2022
Q1 		$1.98M Buy
80,375
+11,505
+17% +$295K 1.77% 33
2021
Q4 		$1.83M Buy
+68,870
New +$1.83M 1.65% 34

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Virginia Wealth Management Group's IBDS Position: Q2 2026 in Review

Virginia Wealth Management Group sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 199,615 shares — an estimated $4.83M sold.

Virginia Wealth Management Group first reported a position in IBDS in Q4 2021 and held it in 17 quarters. The position peaked at $4.87M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Virginia Wealth Management Group reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Virginia Wealth Management Group sold 199,615 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $4.83M.
  • Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2021 and held it in 17 quarters.
  • Virginia Wealth Management Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.87M in Q4 2025.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.