Advisornet Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Advisornet Financial’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	$19.7K	Buy	813 +5	+0.6%	+$121	﹤0.01%	1343
2025 Q4	$19.6K	Buy	808 +12	+2%	+$292	﹤0.01%	1332
2025 Q3	$19.4K	Buy	796 +9	+1%	+$218	﹤0.01%	1315
2025 Q2	$19.1K	Buy	787 +8	+1%	+$193	﹤0.01%	1284
2025 Q1	$18.8K	Buy	779 +6	+0.8%	+$144	﹤0.01%	1217
2024 Q4	$18.5K	Buy	773 +11	+1%	+$265	﹤0.01%	1169
2024 Q3	$18.6K	Buy	762 +9	+1%	+$217	﹤0.01%	1222
2024 Q2	$17.9K	Buy	753 +8	+1%	+$189	﹤0.01%	1135
2024 Q1	$17.7K	Buy	745 +5	+0.7%	+$119	﹤0.01%	1113
2023 Q4	$17.7K	Buy	+740	New	+$17.3K	﹤0.01%	1125

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

Advisornet Financial's IBDS Position: Q1 2026 in Review

Advisornet Financial increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.62% in Q1 2026, buying an estimated $121 and bringing the position to 813 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Advisornet Financial first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Advisornet Financial held 813 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $19.7K as of Q1 2026.
Advisornet Financial bought 5 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $121.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1343 holding.
Advisornet Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.