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Wolfstich Capital’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Wolfstich Capital’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
2025
Q2 		– Sell
-324,373
Closed -$7.58M – 20
2025
Q1 		$7.58M Hold
324,373
– – 6.85% 5
2024
Q4 		$7.77M Buy
+324,373
New +$7.81M 6.89% 5

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolfstich Capital's IBDS Position: Q2 2025 in Review

Wolfstich Capital sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2025, closing a stake of 324,373 shares — an estimated $7.58M sold.

Wolfstich Capital first reported a position in IBDS in Q4 2024 and held it in 2 quarters. The position peaked at $7.77M in Q4 2024. 371 funds tracked by Wall St. Rank hold IBDS as of Q2 2025.

  • Wolfstich Capital reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Wolfstich Capital sold 324,373 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2025, an estimated $7.58M.
  • Wolfstich Capital first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
  • Wolfstich Capital's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $7.77M in Q4 2024.
  • 371 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2025.

Based on Wolfstich Capital's 13F filing for Q2 2025, filed 11 Jul 2025.