Wealth Enhancement Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Wealth Enhancement Advisory Services’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	$5.14M	Buy	213,406 +31,055	+17%	+$750K	0.01%	1067
2026 Q2	$4.4M	Buy	182,351 +38,252	+27%	+$926K	0.01%	1087
2026 Q1	$3.48M	Buy	144,099 +19,423	+16%	+$471K	0.01%	1093
2025 Q4	$3.03M	Buy	124,676 +1,804	+1%	+$43.8K	﹤0.01%	1285
2025 Q3	$2.98M	Sell	122,872 -33,580	-21%	-$814K	﹤0.01%	1220
2025 Q2	$3.78M	Buy	156,452 +846	+0.5%	+$20.4K	0.01%	1025
2025 Q1	$3.76M	Buy	155,606 +47,793	+44%	+$1.15M	0.01%	934
2024 Q4	$2.58M	Buy	107,813 +65,160	+153%	+$1.57M	﹤0.01%	1051
2024 Q3	$1.04M	Buy	42,653 +1,724	+4%	+$41.5K	﹤0.01%	1371
2024 Q2	$971K	Buy	40,929 +1,743	+4%	+$41.2K	﹤0.01%	1297
2024 Q1	$933K	Sell	39,186 -8,764	-18%	-$209K	﹤0.01%	1268
2023 Q4	$1.15M	Buy	47,950 +25,258	+111%	+$589K	﹤0.01%	1111
2023 Q3	$525K	Buy	+22,692	New	+$530K	﹤0.01%	1401

Other funds holding IBDS

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBDS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 17% in Q3 2026, buying an estimated $750K and bringing the position to 213,406 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #1067.

Wealth Enhancement Advisory Services first reported a position in IBDS in Q3 2023 and has held it in 13 quarters since. 414 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Wealth Enhancement Advisory Services held 213,406 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.14M as of Q3 2026.
Wealth Enhancement Advisory Services bought 31,055 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $750K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1067 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
414 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.