Diversify Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Diversify Advisory 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	$1.32M	Buy	+54,815	New	+$1.33M	0.02%	541
2026 Q1	–	Sell	-47,042	Closed	-$1.14M	–	504
2025 Q4	$1.14M	Buy	47,042 +11,508	+32%	+$280K	0.04%	362
2025 Q3	$861K	Buy	35,534 +1,962	+6%	+$47.6K	0.03%	406
2025 Q2	$814K	Buy	33,572 +1,951	+6%	+$47.1K	0.03%	379
2025 Q1	$766K	Buy	31,621 +261	+0.8%	+$6.28K	0.05%	268
2024 Q4	$750K	Buy	+31,360	New	+$755K	0.04%	281

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

Diversify Advisory Services's IBDS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 54,815 shares worth $1.32M. The stake represents 0.02% of the portfolio and ranks #541 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IBDS as recently as Q4 2025.

Diversify Advisory Services first reported a position in IBDS in Q4 2024 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Diversify Advisory Services held 54,815 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.32M as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Diversify Advisory Services position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #541 holding.
Diversify Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.