Advisory Services Network’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Advisory Services Network’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	$729K	Buy	30,099 +575	+2%	+$13.9K	0.01%	1198
2026 Q1	$716K	Sell	29,524 -5,462	-16%	-$133K	0.01%	1094
2025 Q4	$849K	Buy	34,986 +438	+1%	+$10.6K	0.01%	967
2025 Q3	$841K	Buy	34,548 +2,109	+7%	+$51.1K	0.01%	955
2025 Q2	$785K	Buy	32,439 +5,086	+19%	+$123K	0.01%	931
2025 Q1	$661K	Buy	27,353 +3,717	+16%	+$89.4K	0.01%	931
2024 Q4	$566K	Buy	23,636 +11,939	+102%	+$287K	0.01%	987
2024 Q3	$278K	Hold	11,697	–	–	0.01%	1235
2024 Q2	$278K	Buy	+11,697	New	+$277K	0.01%	1235
2024 Q1	–	Sell	-2,214	Closed	-$53K	–	2469
2023 Q4	$53K	Buy	+2,214	New	+$51.7K	﹤0.01%	1980
2023 Q2	–	Sell	-214	Closed	-$5.1K	–	2449
2023 Q1	$5.1K	Hold	214	–	–	﹤0.01%	3149
2022 Q4	$5K	Buy	+214	New	+$4.96K	﹤0.01%	3130
2021 Q3	–	Sell	-351	Closed	-$9K	–	2253
2021 Q2	$9K	Buy	+351	New	+$9.46K	﹤0.01%	2843
2021 Q1	–	Sell	-351	Closed	-$10K	–	2067
2020 Q4	$10K	Sell	351 -2,130	-86%	-$58.1K	﹤0.01%	2428
2020 Q3	$68K	Buy	+2,481	New	+$67.6K	﹤0.01%	1430
2020 Q2	–	Sell	-2,481	Closed	-$61K	–	1819
2020 Q1	$61K	Sell	2,481 -45	-2%	-$1.16K	﹤0.01%	1287
2019 Q4	$65K	Buy	2,526 +2,130	+538%	+$55.2K	﹤0.01%	1375
2019 Q3	$10K	Hold	396	–	–	﹤0.01%	2150
2019 Q2	$10K	Buy	396 +85	+27%	+$2.1K	﹤0.01%	2148
2019 Q1	$8K	Buy	311 +127	+69%	+$3.04K	﹤0.01%	1930
2018 Q4	$4K	Hold	184	–	–	﹤0.01%	2117
2018 Q3	$4K	Hold	184	–	–	﹤0.01%	2145
2018 Q2	$4K	Buy	+184	New	+$4.34K	﹤0.01%	2104

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

Advisory Services Network's IBDS Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.9% in Q2 2026, buying an estimated $13.9K and bringing the position to 30,099 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #1198.

Advisory Services Network first reported a position in IBDS in Q2 2018 and has held it in 23 quarters since. The position peaked at $849K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Advisory Services Network held 30,099 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $729K as of Q2 2026.
Advisory Services Network bought 575 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $13.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1198 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2018 and has held it in 23 quarters since.
Advisory Services Network's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $849K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.