1WM
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1900 Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

1900 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 		$352K Hold
14,522
– – 0.02% 196
2025
Q4 		$353K Sell
14,522
-7,417
-34% -$180K 0.02% 190
2025
Q3 		$534K Buy
21,939
+236
+1% +$5.72K 0.04% 147
2025
Q2 		$527K Buy
21,703
+237
+1% +$5.72K 0.04% 137
2025
Q1 		$519K Buy
21,466
+156
+0.7% +$3.75K 0.04% 135
2024
Q4 		$511K Buy
21,310
+312
+1% +$7.51K 0.04% 139
2024
Q3 		$512K Buy
20,998
+230
+1% +$5.54K 0.04% 145
2024
Q2 		$493K Hold
20,768
– – 0.05% 148
2024
Q1 		$494K Hold
20,768
– – 0.05% 155
2023
Q4 		$497K Hold
20,768
– – 0.05% 190
2023
Q3 		$481K Buy
20,768
+412
+2% +$9.61K 0.05% 195
2023
Q2 		$478K Buy
+20,356
New +$482K 0.05% 160

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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