Cambridge Investment Research Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cambridge Investment Research 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	$5.92M	Sell	244,563 -18,644	-7%	-$451K	0.01%	937
2026 Q1	$6.38M	Buy	263,207 +13,515	+5%	+$328K	0.02%	833
2025 Q4	$6.06M	Buy	249,692 +9,278	+4%	+$225K	0.02%	824
2025 Q3	$5.85M	Buy	240,414 +17,081	+8%	+$414K	0.02%	825
2025 Q2	$5.42M	Buy	223,333 +10,460	+5%	+$252K	0.02%	805
2025 Q1	$5.15M	Buy	212,873 +45,899	+27%	+$1.1M	0.02%	788
2024 Q4	$4M	Buy	166,974 +18,926	+13%	+$456K	0.01%	925
2024 Q3	$3.61M	Buy	148,048 +52,000	+54%	+$1.25M	0.01%	982
2024 Q2	$2.28M	Buy	96,048 +20,234	+27%	+$479K	0.01%	1203
2024 Q1	$1.8M	Buy	75,814 +4,777	+7%	+$114K	0.01%	1333
2023 Q4	$1.7M	Sell	71,037 -6,937	-9%	-$162K	0.01%	1311
2023 Q3	$1.8M	Sell	77,974 -63,322	-45%	-$1.48M	0.01%	1201
2023 Q2	$3.32M	Buy	141,296 +10,475	+8%	+$248K	0.02%	872
2023 Q1	$3.12M	Buy	130,821 +34,057	+35%	+$804K	0.02%	878
2022 Q4	$2.26M	Buy	96,764 +39,761	+70%	+$922K	0.01%	1013
2022 Q3	$1.31M	Buy	+57,003	New	+$1.36M	0.01%	1295
2021 Q3	–	Sell	-16,635	Closed	-$450K	–	3140
2021 Q2	$450K	Sell	16,635 -226	-1%	-$6.09K	﹤0.01%	2138
2021 Q1	$451K	Buy	16,861 +2,384	+16%	+$64.9K	﹤0.01%	1970
2020 Q4	$399K	Buy	14,477 +1,552	+12%	+$42.4K	﹤0.01%	1924
2020 Q3	$351K	Sell	12,925 -2,718	-17%	-$74K	﹤0.01%	1829
2020 Q2	$422K	Sell	15,643 -278	-2%	-$7.23K	﹤0.01%	1658
2020 Q1	$390K	Buy	15,921 +3,303	+26%	+$85.2K	﹤0.01%	1516
2019 Q4	$328K	Buy	12,618 +2,038	+19%	+$52.8K	﹤0.01%	1851
2019 Q3	$274K	Buy	+10,580	New	+$272K	﹤0.01%	1895

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

Cambridge Investment Research Advisors's IBDS Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 7.1% in Q2 2026, selling an estimated $451K and leaving 244,563 shares worth $5.92M. The position accounts for 0.01% of the portfolio, ranked #937.

Cambridge Investment Research Advisors first reported a position in IBDS in Q3 2019 and has held it in 24 quarters since. The position peaked at $6.38M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Cambridge Investment Research Advisors held 244,563 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.92M as of Q2 2026.
Cambridge Investment Research Advisors sold 18,644 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $451K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #937 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2019 and has held it in 24 quarters since.
Cambridge Investment Research Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.38M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.