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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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IBDS — Fundamentals, Valuation & Ownership | QW Research

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iShares iBonds Dec 2027 Term Corporate ETF (IBDS)

Highly Crowded

Held by 439 of 5,944 reporting institutions (96th percentile) — extremely crowded.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 439 funds hold it

Ownership Change

—

vs last quarter

Crowding

96ᵗʰ pctl

more crowded than 96% of tracked stocks

Institutional Value

$2.8B

total position value across all 13F filers

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Institutional Holders

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No collected fundamentals to build a valuation model.

Ownership Map

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Crowding AnalysisHighly Crowded

Holders439of 5,944

Avg: 68

Uncrowded96th percentileCrowded

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Ownership Map

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Crowding AnalysisHighly Crowded

Holders439of 5,944

Avg: 68

Uncrowded96th percentileCrowded

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$10,764

IBDS · +8%

$18,666

S&P 500 · +87%

−$7,901

behind the index

Total return (5Y)

+8%

S&P 500

+87%

vs. market

-79%

underperformed

Annualized

1.5%

mkt 13.3%

Volatility

5%

annualized

Beta

0.19

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

IBDSS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

IBDS (solid)S&P 500 (outline)Green = positive year, red = negative. Number = IBDS's return.

Beat the market

1 / 6 yrs

17% win rate

Best year

+6%

2023

Worst year

-10%

2022

Worst drawdown

-13%

recovered in 8 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -13%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.