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

Walser Wealth Management’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	$943K	Buy	38,921 +9,266	+31%	+$224K	0.39%	59
2026 Q1	$719K	Buy	+29,655	New	+$720K	0.32%	57

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

Walser Wealth Management's IBDS Position: Q2 2026 in Review

Walser Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 31% in Q2 2026, buying an estimated $224K and bringing the position to 38,921 shares worth $943K. The position accounts for 0.39% of the portfolio, ranked #59.

Walser Wealth Management first reported a position in IBDS in Q1 2026 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Walser Wealth Management held 38,921 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $943K as of Q2 2026.
Walser Wealth Management bought 9,266 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $224K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.39% of Walser Wealth Management's portfolio in Q2 2026, its #59 holding.
Walser Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.