Weaver Consulting Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Weaver Consulting 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 Q3	$947K	Buy	39,277 +742	+2%	+$17.9K	0.18%	110
2026 Q2	$933K	Buy	38,535 +411	+1%	+$9.9K	0.19%	105
2026 Q1	$924K	Sell	38,124 -8,079	-17%	-$196K	0.22%	94
2025 Q4	$1.12M	Sell	46,203 -5,478	-11%	-$133K	0.27%	73
2025 Q3	$1.26M	Sell	51,681 -7,352	-12%	-$178K	0.32%	61
2025 Q2	$1.43M	Sell	59,033 -4,785	-7%	-$115K	0.4%	57
2025 Q1	$1.54M	Sell	63,818 -698	-1%	-$16.8K	0.46%	52
2024 Q4	$1.55M	Buy	64,516 +2,082	+3%	+$50.1K	0.48%	51
2024 Q3	$1.52M	Buy	62,434 +2,023	+3%	+$48.8K	0.48%	50
2024 Q2	$1.43M	Buy	60,411 +2,833	+5%	+$67K	0.5%	51
2024 Q1	$1.37M	Buy	57,578 +46,185	+405%	+$1.1M	0.51%	50
2023 Q4	$273K	Buy	11,393 +500	+5%	+$11.7K	0.11%	154
2023 Q3	$252K	Buy	+10,893	New	+$254K	0.11%	149

Other funds holding IBDS

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Weaver Consulting Group's IBDS Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.9% in Q3 2026, buying an estimated $17.9K and bringing the position to 39,277 shares worth $947K. The position accounts for 0.18% of the portfolio, ranked #110.

Weaver Consulting Group first reported a position in IBDS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2024. 108 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Weaver Consulting Group held 39,277 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $947K as of Q3 2026.
Weaver Consulting Group bought 742 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $17.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.18% of Weaver Consulting Group's portfolio in Q3 2026, its #110 holding.
Weaver Consulting Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
Weaver Consulting Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.55M in Q4 2024.
108 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.