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

WJ 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	$2.76M	Sell	113,756 -29,408	-21%	-$712K	1.09%	25
2026 Q1	$3.47M	Buy	143,164 +6,619	+5%	+$161K	1.63%	19
2025 Q4	$3.32M	Buy	136,545 +8,748	+7%	+$213K	1.45%	22
2025 Q3	$3.11M	Sell	127,797 -108,778	-46%	-$2.64M	1.37%	21
2025 Q2	$5.74M	Sell	236,575 -270,238	-53%	-$6.52M	1.81%	20
2025 Q1	$12.3M	Buy	506,813 +7,468	+1%	+$180K	4.33%	6
2024 Q4	$12M	Sell	499,345 -7,020	-1%	-$169K	4.12%	9
2024 Q3	$12.3M	Buy	506,365 +148,917	+42%	+$3.59M	4.34%	9
2024 Q2	$8.48M	Sell	357,448 -15,174	-4%	-$359K	3.09%	11
2024 Q1	$8.87M	Buy	372,622 +243,659	+189%	+$5.8M	3.53%	11
2023 Q4	$3.09M	Buy	+128,963	New	+$3.01M	1.34%	23

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

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

WJ Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 21% in Q2 2026, selling an estimated $712K and leaving 113,756 shares worth $2.76M. The position accounts for 1.09% of the portfolio, ranked #25.

WJ Wealth Management first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q3 2024. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

WJ Wealth Management held 113,756 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.76M as of Q2 2026.
WJ Wealth Management sold 29,408 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $712K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.09% of WJ Wealth Management's portfolio in Q2 2026, its #25 holding.
WJ Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
WJ Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $12.3M in Q3 2024.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.