Drive Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Drive Wealth Management’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	–	Sell	-63,483	Closed	-$1.54M	–	474
2026 Q1	$1.54M	Sell	63,483 -11,023	-15%	-$268K	0.32%	55
2025 Q4	$1.81M	Sell	74,506 -7,210	-9%	-$175K	0.35%	55
2025 Q3	$1.99M	Sell	81,716 -435	-0.5%	-$10.5K	0.42%	48
2025 Q2	$1.99M	Sell	82,151 -1,780	-2%	-$42.9K	0.44%	51
2025 Q1	$2.03M	Buy	+83,931	New	+$2.02M	0.48%	43

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

Drive Wealth Management's IBDS Position: Q2 2026 in Review

Drive Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 63,483 shares — an estimated $1.54M sold.

Drive Wealth Management first reported a position in IBDS in Q1 2025 and held it in 5 quarters. The position peaked at $2.03M in Q1 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Drive Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Drive Wealth Management sold 63,483 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.54M.
Drive Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
Drive Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.03M in Q1 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.