Banque Cantonale Vaudoise’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Banque Cantonale Vaudoise’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	–	Sell	-7,617	Closed	-$185K	–	900
2025 Q4	$185K	Sell	7,617 -663	-8%	-$16.1K	0.01%	577
2025 Q3	$202K	Hold	8,280	–	–	0.01%	558
2025 Q2	$201K	Hold	8,280	–	–	0.01%	546
2025 Q1	$200K	Buy	+8,280	New	+$199K	0.01%	570

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

Banque Cantonale Vaudoise's IBDS Position: Q1 2026 in Review

Banque Cantonale Vaudoise sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 7,617 shares — an estimated $185K sold.

Banque Cantonale Vaudoise first reported a position in IBDS in Q1 2025 and held it in 4 quarters. The position peaked at $202K in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Banque Cantonale Vaudoise reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Banque Cantonale Vaudoise sold 7,617 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $185K.
Banque Cantonale Vaudoise first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and held it in 4 quarters.
Banque Cantonale Vaudoise's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $202K in Q3 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.