Ashton Thomas Private Wealth’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ashton Thomas Private Wealth’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	$149K	Buy	+6,155	New	+$149K	﹤0.01%	1114
2019 Q2	–	Sell	-8,408	Closed	-$206K	–	194
2019 Q1	$206K	Buy	+8,408	New	+$201K	0.08%	183

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

Ashton Thomas Private Wealth's IBDS Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026: 6,155 shares worth $149K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in IBDS as recently as Q1 2019.

Ashton Thomas Private Wealth first reported a position in IBDS in Q1 2019 and has held it in 2 quarters since. The position peaked at $206K in Q1 2019. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Ashton Thomas Private Wealth held 6,155 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $149K as of Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1114 holding.
Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2019 and has held it in 2 quarters since.
Ashton Thomas Private Wealth's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $206K in Q1 2019.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.