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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Yoder Wealth Management's IBDS Position: Q1 2026 in Review

Yoder Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.8% in Q1 2026, selling an estimated $8.5K and leaving 12,200 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #99.

Yoder Wealth Management first reported a position in IBDS in Q1 2024 and has held it in 9 quarters since. The position peaked at $458K in Q3 2024. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Yoder Wealth Management held 12,200 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $296K as of Q1 2026.
Yoder Wealth Management sold 350 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $8.5K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.13% of Yoder Wealth Management's portfolio in Q1 2026, its #99 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $458K in Q3 2024.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.