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CFO Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

CFO Capital 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 		$364K Buy
15,048
+3,156
+27% +$76.6K 0.3% 77
2025
Q4 		$289K Buy
+11,892
New +$289K 0.22% 91

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 $80B AUM 26.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.61B AUM 26.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CFO Capital Management's IBDS Position: Q1 2026 in Review

CFO Capital Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 27% in Q1 2026, buying an estimated $76.6K and bringing the position to 15,048 shares worth $364K. The position accounts for 0.3% of the portfolio, ranked #77.

CFO Capital Management first reported a position in IBDS in Q4 2025 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • CFO Capital Management held 15,048 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $364K as of Q1 2026.
  • CFO Capital Management bought 3,156 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $76.6K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.3% of CFO Capital Management's portfolio in Q1 2026, its #77 holding.
  • CFO Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.