COWA LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

COWA LLC’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	–	Sell	-14,687	Closed	-$357K	–	32
2025 Q4	$357K	Buy	+14,687	New	+$357K	0.11%	117
2025 Q3	–	Sell	-11,632	Closed	-$282K	–	115
2025 Q2	$282K	Buy	+11,632	New	+$281K	0.11%	110

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 $6.8B AUM 26.96% 1-Year Est. Return

COWA LLC's IBDS Position: Q1 2026 in Review

COWA LLC sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 14,687 shares — an estimated $357K sold.

COWA LLC first reported a position in IBDS in Q2 2025 and held it in 2 quarters. The position peaked at $357K in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

COWA LLC reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
COWA LLC sold 14,687 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $357K.
COWA LLC first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
COWA LLC's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $357K in Q4 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.