XY Planning Network’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

XY Planning Network’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	$868K	Buy	+35,994	New	+$869K	0.09%	170

Other funds holding IBDS

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

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 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

Rebalance Palo Alto, California $1.94B AUM 8.87% 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

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

XY Planning Network's IBDS Position: Q3 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2026: 35,994 shares worth $868K. The stake represents 0.09% of the portfolio and ranks #170 among its holdings.

152 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

XY Planning Network held 35,994 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $868K as of Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new XY Planning Network position in Q3 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #170 holding.
152 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.