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Cornerstone Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cornerstone Financial Group’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 		$272K Buy
11,245
+118
+1% +$2.86K 0.17% 62
2025
Q4 		$270K Buy
11,127
+160
+1% +$3.89K 0.19% 62
2025
Q3 		$267K Buy
10,967
+118
+1% +$2.86K 0.21% 63
2025
Q2 		$263K Buy
10,849
+40
+0.4% +$965 0.22% 64
2025
Q1 		$260K Buy
10,809
+157
+1% +$3.78K 0.23% 62
2024
Q4 		$255K Buy
+10,652
New +$256K 0.25% 60

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 $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Cornerstone Financial Group's IBDS Position: Q1 2026 in Review

Cornerstone Financial Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.1% in Q1 2026, buying an estimated $2.86K and bringing the position to 11,245 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #62.

Cornerstone Financial Group first reported a position in IBDS in Q4 2024 and has held it in 6 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Cornerstone Financial Group held 11,245 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $272K as of Q1 2026.
  • Cornerstone Financial Group bought 118 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $2.86K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.17% of Cornerstone Financial Group's portfolio in Q1 2026, its #62 holding.
  • Cornerstone Financial Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Cornerstone Financial Group's 13F filing for Q1 2026, filed 6 May 2026.