BWM
IBDS icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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