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

ADG Wealth Management Group’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 		$711K Buy
29,322
+5,600
+24% +$136K 0.49% 20
2025
Q4 		$576K Buy
+23,722
New +$576K 0.44% 20

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 $32.7B 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 $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
LPL Financial San Diego, California $377B 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

ADG Wealth Management Group's IBDS Position: Q1 2026 in Review

ADG Wealth Management Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 24% in Q1 2026, buying an estimated $136K and bringing the position to 29,322 shares worth $711K. The position accounts for 0.49% of the portfolio, ranked #20.

ADG Wealth Management Group first reported a position in IBDS in Q4 2025 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • ADG Wealth Management Group held 29,322 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $711K as of Q1 2026.
  • ADG Wealth Management Group bought 5,600 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $136K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.49% of ADG Wealth Management Group's portfolio in Q1 2026, its #20 holding.
  • ADG Wealth Management Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.