BCS Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

BCS Wealth Management’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	-11,590	Closed	-$281K	–	295
2025 Q4	$281K	Buy	+11,590	New	+$282K	0.03%	304
2025 Q2	–	Sell	-19,655	Closed	-$475K	–	268
2025 Q1	$475K	Hold	19,655	–	–	0.12%	153
2024 Q4	$471K	Hold	19,655	–	–	0.12%	151
2024 Q3	$479K	Hold	19,655	–	–	0.2%	97
2024 Q2	$466K	Hold	19,655	–	–	0.23%	89
2024 Q1	$468K	Buy	19,655 +10,447	+113%	+$249K	0.15%	138
2023 Q4	$220K	Buy	+9,208	New	+$215K	0.08%	204

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

BCS Wealth Management's IBDS Position: Q1 2026 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 11,590 shares — an estimated $281K sold.

BCS Wealth Management first reported a position in IBDS in Q4 2023 and held it in 7 quarters. The position peaked at $479K in Q3 2024. 429 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

BCS Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 11,590 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $281K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 7 quarters.
BCS Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $479K in Q3 2024.
429 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.