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 Q2	$352K	Hold	14,522	–	–	0.02%	226
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

1900 Wealth Management's IBDS Position: Q2 2026 in Review

1900 Wealth Management held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 14,522 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #226.

1900 Wealth Management first reported a position in IBDS in Q2 2023 and has held it in 13 quarters since. The position peaked at $534K in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

1900 Wealth Management held 14,522 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $352K as of Q2 2026.
1900 Wealth Management left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #226 holding.
1900 Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
1900 Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $534K in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.