Cooper/Haims Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cooper/Haims 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 Q1	$260K	Hold	10,729	–	–	0.12%	79
2025 Q4	$261K	Hold	10,729	–	–	0.12%	75
2025 Q3	$261K	Hold	10,729	–	–	0.12%	69
2025 Q2	$260K	Hold	10,729	–	–	0.13%	70
2025 Q1	$259K	Hold	10,729	–	–	0.14%	63
2024 Q4	$257K	Hold	10,729	–	–	0.15%	64
2024 Q3	$261K	Hold	10,729	–	–	0.14%	67
2024 Q2	$255K	Hold	10,729	–	–	0.14%	70
2024 Q1	$255K	Hold	10,729	–	–	0.15%	66
2023 Q4	$257K	Hold	10,729	–	–	0.15%	60
2023 Q3	$248K	Buy	+10,729	New	+$250K	0.19%	57

Other funds holding IBDS

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Cooper/Haims Advisors's IBDS Position: Q1 2026 in Review

Cooper/Haims Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 10,729 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #79.

Cooper/Haims Advisors first reported a position in IBDS in Q3 2023 and has held it in 11 quarters since. The position peaked at $261K in Q3 2024. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Cooper/Haims Advisors held 10,729 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $260K as of Q1 2026.
Cooper/Haims Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.12% of Cooper/Haims Advisors's portfolio in Q1 2026, its #79 holding.
Cooper/Haims Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Cooper/Haims Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $261K in Q3 2024.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.