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Arcadia Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Arcadia Investment Advisors’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 		$9.53M Buy
393,504
+18,047
+5% +$437K 4.02% 11
2026
Q1 		$9.1M Buy
375,457
+22,139
+6% +$537K 4.3% 10
2025
Q4 		$8.58M Buy
353,318
+35,620
+11% +$865K 3.99% 11
2025
Q3 		$7.73M Buy
317,698
+3,337
+1% +$80.9K 3.76% 13
2025
Q2 		$7.63M Buy
314,361
+686
+0.2% +$16.6K 3.95% 13
2025
Q1 		$7.58M Buy
313,675
+10,211
+3% +$246K 4.24% 12
2024
Q4 		$7.27M Buy
303,464
+45,508
+18% +$1.1M 3.96% 13
2024
Q3 		$6.29M Buy
257,956
+8,224
+3% +$198K 3.37% 15
2024
Q2 		$5.93M Sell
249,732
-725
-0.3% -$17.1K 3.36% 15
2024
Q1 		$5.96M Buy
250,457
+7,466
+3% +$178K 3.4% 15
2023
Q4 		$5.81M Buy
242,991
+4,629
+2% +$108K 3.51% 15
2023
Q3 		$5.52M Sell
238,362
-222
-0.1% -$5.18K 3.65% 14
2023
Q2 		$5.6M Sell
238,584
-574
-0.2% -$13.6K 3.67% 13
2023
Q1 		$5.7M Sell
239,158
-13,291
-5% -$314K 3.92% 12
2022
Q4 		$5.9M Buy
252,449
+25,072
+11% +$581K 4.12% 10
2022
Q3 		$5.23M Buy
227,377
+11,899
+6% +$284K 3.95% 12
2022
Q2 		$5.14M Sell
215,478
-3,019
-1% -$72.9K 3.78% 13
2022
Q1 		$5.45M Buy
218,497
+11,917
+6% +$306K 3.31% 13
2021
Q4 		$5.49M Buy
206,580
+55,963
+37% +$1.49M 2.81% 14
2021
Q3 		$4.06M Buy
150,617
+145,315
+2,741% +$3.94M 2.19% 16
2021
Q2 		$143K Hold
5,302
– – 0.08% 41
2021
Q1 		$142K Buy
+5,302
New +$144K 0.08% 41

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Arcadia Investment Advisors's IBDS Position: Q2 2026 in Review

Arcadia Investment Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.8% in Q2 2026, buying an estimated $437K and bringing the position to 393,504 shares worth $9.53M. The position accounts for 4.02% of the portfolio, ranked #11.

Arcadia Investment Advisors first reported a position in IBDS in Q1 2021 and has held it in 22 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Arcadia Investment Advisors held 393,504 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $9.53M as of Q2 2026.
  • Arcadia Investment Advisors bought 18,047 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $437K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 4.02% of Arcadia Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.