CT
IBDS icon

Clearstead Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Clearstead Trust’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 		$439K Hold
18,143
– – 0.06% 120
2026
Q1 		$440K Buy
18,143
+333
+2% +$8.08K 0.07% 115
2025
Q4 		$432K Buy
+17,810
New +$433K 0.07% 119

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Clearstead Trust's IBDS Position: Q2 2026 in Review

Clearstead Trust held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 18,143 shares worth $439K. The position accounts for 0.06% of the portfolio, ranked #120.

Clearstead Trust first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Clearstead Trust held 18,143 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $439K as of Q2 2026.
  • Clearstead Trust left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.06% of Clearstead Trust's portfolio in Q2 2026, its #120 holding.
  • Clearstead Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $440K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.