Commonwealth Equity Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Commonwealth Equity Services’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	$36.8M	Buy	1,520,764 +37,504	+3%	+$907K	0.05%	373
2026 Q1	$36M	Sell	1,483,260 -53,747	-3%	-$1.3M	0.05%	370
2025 Q4	$37.3M	Buy	1,537,007 +229,779	+18%	+$5.58M	0.05%	357
2025 Q3	$31.8M	Buy	1,307,228 +162,771	+14%	+$3.95M	0.04%	414
2025 Q2	$27.8M	Buy	1,144,457 +49,948	+5%	+$1.21M	0.04%	460
2025 Q1	$26.5M	Buy	1,094,509 +117,016	+12%	+$2.81M	0.04%	451
2024 Q4	$23.4M	Buy	977,493 +172,010	+21%	+$4.14M	0.03%	474
2024 Q3	$19.6M	Buy	805,483 +66,484	+9%	+$1.6M	0.03%	526
2024 Q2	$17.5M	Buy	738,999 +72,509	+11%	+$1.71M	0.03%	557
2024 Q1	$15.9M	Buy	666,490 +160,330	+32%	+$3.82M	0.03%	584
2023 Q4	$12.1M	Buy	506,160 +78,716	+18%	+$1.84M	0.02%	647
2023 Q3	$9.89M	Buy	427,444 +43,900	+11%	+$1.02M	0.02%	677
2023 Q2	$9.01M	Buy	383,544 +34,504	+10%	+$817K	0.02%	732
2023 Q1	$8.31M	Buy	349,040 +81,359	+30%	+$1.92M	0.02%	760
2022 Q4	$6.25M	Buy	267,681 +11,804	+5%	+$274K	0.02%	859
2022 Q3	$5.88M	Buy	255,877 +232,077	+975%	+$5.54M	0.02%	809
2022 Q2	$568K	Buy	23,800 +8,664	+57%	+$209K	﹤0.01%	2317
2022 Q1	$377K	Buy	15,136 +136	+0.9%	+$3.49K	﹤0.01%	2769
2021 Q4	$398K	Buy	15,000 +3,980	+36%	+$106K	﹤0.01%	2722
2021 Q3	$297K	Buy	11,020 +1,012	+10%	+$27.5K	﹤0.01%	2949
2021 Q2	$270K	Buy	10,008 +1,490	+17%	+$40.2K	﹤0.01%	3003
2021 Q1	$227K	Buy	8,518 +98	+1%	+$2.67K	﹤0.01%	3021
2020 Q4	$232K	Sell	8,420 -110	-1%	-$3K	﹤0.01%	2799
2020 Q3	$231K	Buy	8,530 +925	+12%	+$25.2K	﹤0.01%	2591
2020 Q2	$205K	Buy	+7,605	New	+$198K	﹤0.01%	2580

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

Commonwealth Equity Services's IBDS Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.5% in Q2 2026, buying an estimated $907K and bringing the position to 1,520,764 shares worth $36.8M. The position accounts for 0.05% of the portfolio, ranked #373.

Commonwealth Equity Services first reported a position in IBDS in Q2 2020 and has held it in 25 quarters since. The position peaked at $37.3M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Commonwealth Equity Services held 1,520,764 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $36.8M as of Q2 2026.
Commonwealth Equity Services bought 37,504 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $907K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of Commonwealth Equity Services's portfolio in Q2 2026, its #373 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2020 and has held it in 25 quarters since.
Commonwealth Equity Services's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $37.3M in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.