Avidian Wealth Enterprises’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Avidian Wealth Enterprises’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	$427K	Buy	17,632 +1,447	+9%	+$35K	0.01%	516
2026 Q1	$392K	Buy	+16,185	New	+$393K	0.01%	488
2025 Q2	–	Sell	-8,866	Closed	-$214K	–	566
2025 Q1	$214K	Buy	+8,866	New	+$213K	0.01%	494

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

Avidian Wealth Enterprises's IBDS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 8.9% in Q2 2026, buying an estimated $35K and bringing the position to 17,632 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #516.

Avidian Wealth Enterprises first reported a position in IBDS in Q1 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Avidian Wealth Enterprises held 17,632 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $427K as of Q2 2026.
Avidian Wealth Enterprises bought 1,447 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $35K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #516 holding.
Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 3 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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