Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Baron Silver Stevens Financial 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	–	Sell	-44,677	Closed	-$1.08M	–	62
2026 Q1	$1.08M	Sell	44,677 -1,862	-4%	-$45.2K	0.16%	58
2025 Q4	$1.13M	Buy	46,539 +153	+0.3%	+$3.72K	0.16%	60
2025 Q3	$1.13M	Buy	46,386 +50	+0.1%	+$1.21K	0.17%	59
2025 Q2	$1.12M	Buy	46,336 +3,893	+9%	+$93.9K	0.18%	55
2025 Q1	$1.03M	Buy	42,443 +2,771	+7%	+$66.6K	0.18%	54
2024 Q4	$951K	Buy	39,672 +2,533	+7%	+$61K	0.16%	56
2024 Q3	$905K	Buy	+37,139	New	+$895K	0.16%	57
2024 Q2	–	Hold	0	–	–	–	55
2024 Q1	–	Hold	0	–	–	–	56
2023 Q4	–	Hold	0	–	–	–	54
2023 Q2	–	Hold	0	–	–	–	83
2023 Q1	–	Hold	0	–	–	–	76

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

Baron Silver Stevens Financial Advisors's IBDS Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 44,677 shares — an estimated $1.08M sold.

Baron Silver Stevens Financial Advisors first reported a position in IBDS in Q3 2024 and held it in 7 quarters. The position peaked at $1.13M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Baron Silver Stevens Financial Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 44,677 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.08M.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and held it in 7 quarters.
Baron Silver Stevens Financial Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.13M in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.