Carolinas Wealth Consulting’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Carolinas Wealth Consulting’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
2025 Q1	–	Sell	-114	Closed	-$2.73K	–	1056
2024 Q4	$2.73K	Hold	114	–	–	﹤0.01%	760
2024 Q3	$2.78K	Hold	114	–	–	﹤0.01%	760
2024 Q2	$2.71K	Buy	114 +2	+2%	+$47	﹤0.01%	739
2024 Q1	$2.67K	Buy	+112	New	+$2.67K	﹤0.01%	746

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carolinas Wealth Consulting's IBDS Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2025, closing a stake of 114 shares — an estimated $2.73K sold.

Carolinas Wealth Consulting first reported a position in IBDS in Q1 2024 and held it in 4 quarters. The position peaked at $2.78K in Q3 2024. 365 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

Carolinas Wealth Consulting reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 114 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $2.73K.
Carolinas Wealth Consulting first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and held it in 4 quarters.
Carolinas Wealth Consulting's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.78K in Q3 2024.
365 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.