Autumn Glory Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Autumn Glory Partners’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	$669K	Buy	27,597 +30	+0.1%	+$728	0.25%	97
2025 Q4	$669K	Buy	27,567 +63	+0.2%	+$1.53K	0.23%	107
2025 Q3	$669K	Buy	27,504 +954	+4%	+$23.1K	0.27%	96
2025 Q2	$644K	Sell	26,550 -260	-1%	-$6.27K	0.3%	88
2025 Q1	$648K	Buy	26,810 +2,000	+8%	+$48.1K	0.32%	91
2024 Q4	$594K	Sell	24,810 -1,580	-6%	-$38K	0.29%	89
2024 Q3	$643K	Sell	26,390 -426	-2%	-$10.3K	0.25%	104
2024 Q2	$636K	Buy	26,816 +4,460	+20%	+$105K	0.32%	82
2024 Q1	$532K	Hold	22,356	–	–	0.26%	87
2023 Q4	$535K	Buy	22,356 +712	+3%	+$16.6K	0.31%	85
2023 Q3	$501K	Buy	21,644 +6,414	+42%	+$150K	0.31%	83
2023 Q2	$358K	Buy	+15,230	New	+$360K	0.26%	89

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

Autumn Glory Partners's IBDS Position: Q1 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.11% in Q1 2026, buying an estimated $728 and bringing the position to 27,597 shares worth $669K. The position accounts for 0.25% of the portfolio, ranked #97.

Autumn Glory Partners first reported a position in IBDS in Q2 2023 and has held it in 12 quarters since. The position peaked at $669K in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Autumn Glory Partners held 27,597 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $669K as of Q1 2026.
Autumn Glory Partners bought 30 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $728.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.25% of Autumn Glory Partners's portfolio in Q1 2026, its #97 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
Autumn Glory Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $669K in Q3 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.