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

Briggs 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 Q2	$241K	Hold	9,937	–	–	0.22%	54
2026 Q1	$241K	Hold	9,937	–	–	0.26%	48
2025 Q4	$241K	Buy	+9,937	New	+$241K	0.26%	47

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

Briggs Wealth Management's IBDS Position: Q2 2026 in Review

Briggs Wealth Management held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 9,937 shares worth $241K. The position accounts for 0.22% of the portfolio, ranked #54.

Briggs Wealth Management first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Briggs Wealth Management held 9,937 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $241K as of Q2 2026.
Briggs Wealth Management left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.22% of Briggs Wealth Management's portfolio in Q2 2026, its #54 holding.
Briggs Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
Briggs Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $241K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Briggs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.