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

Aprio 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	$231K	Sell	9,554 -22,089	-70%	-$534K	0.01%	581
2026 Q1	$767K	Buy	+31,643	New	+$768K	0.04%	248

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

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

Aprio Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 70% in Q2 2026, selling an estimated $534K and leaving 9,554 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #581.

Aprio Wealth Management first reported a position in IBDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $767K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Aprio Wealth Management held 9,554 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $231K as of Q2 2026.
Aprio Wealth Management sold 22,089 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $534K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #581 holding.
Aprio Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
Aprio Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $767K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.