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Duncker Streett & Co’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Duncker Streett & Co’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 		$803K Buy
33,124
+9,680
+41% +$235K 0.15% 126
2025
Q4 		$569K Hold
23,444
– – 0.1% 144
2025
Q3 		$571K Sell
23,444
-1,439
-6% -$34.9K 0.1% 144
2025
Q2 		$604K Hold
24,883
– – 0.11% 138
2025
Q1 		$602K Hold
24,883
– – 0.12% 137
2024
Q4 		$596K Buy
24,883
+8,180
+49% +$197K 0.11% 140
2024
Q3 		$407K Hold
16,703
– – 0.07% 175
2024
Q2 		$396K Buy
16,703
+1,430
+9% +$33.8K 0.08% 169
2024
Q1 		$363K Hold
15,273
– – 0.07% 177
2023
Q4 		$365K Hold
15,273
– – 0.08% 174
2023
Q3 		$353K Buy
+15,273
New +$356K 0.08% 169

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 $25.5B 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 $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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