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

Yoder 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 Q3	$507K	Buy	21,020 +8,520	+68%	+$206K	0.19%	72
2026 Q2	$303K	Buy	12,500 +300	+2%	+$7.26K	0.12%	103
2026 Q1	$296K	Sell	12,200 -350	-3%	-$8.5K	0.13%	99
2025 Q4	$305K	Buy	12,550 +450	+4%	+$10.9K	0.14%	91
2025 Q3	$295K	Buy	12,100 +2,600	+27%	+$63.1K	0.14%	89
2025 Q2	$231K	Hold	9,500	–	–	0.12%	102
2025 Q1	$230K	Hold	9,500	–	–	0.13%	97
2024 Q4	$228K	Sell	9,500 -9,300	-49%	-$224K	0.13%	99
2024 Q3	$458K	Hold	18,800	–	–	0.28%	62
2024 Q2	$446K	Hold	18,800	–	–	0.29%	61
2024 Q1	$447K	Buy	+18,800	New	+$448K	0.29%	62

Other funds holding IBDS

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

BAM

Beaumont Asset Management Beaumont, Texas $289M AUM 14.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Yoder Wealth Management's IBDS Position: Q3 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 68% in Q3 2026, buying an estimated $206K and bringing the position to 21,020 shares worth $507K. The position accounts for 0.19% of the portfolio, ranked #72.

Yoder Wealth Management first reported a position in IBDS in Q1 2024 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Yoder Wealth Management held 21,020 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $507K as of Q3 2026.
Yoder Wealth Management bought 8,520 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $206K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.19% of Yoder Wealth Management's portfolio in Q3 2026, its #72 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
90 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.