Equitable Holdings’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Equitable Holdings’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	$2.11M	Sell	87,155 -170,052	-66%	-$4.11M	0.01%	723
2026 Q1	$6.24M	Buy	257,207 +172,819	+205%	+$4.2M	0.04%	375
2025 Q4	$2.05M	Buy	84,388 +38,537	+84%	+$936K	0.01%	629
2025 Q3	$1.12M	Buy	+45,851	New	+$1.11M	0.01%	804

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

Equitable Holdings's IBDS Position: Q2 2026 in Review

Equitable Holdings reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 66% in Q2 2026, selling an estimated $4.11M and leaving 87,155 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #723.

Equitable Holdings first reported a position in IBDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.24M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Equitable Holdings held 87,155 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.11M as of Q2 2026.
Equitable Holdings sold 170,052 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $4.11M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #723 holding.
Equitable Holdings first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Equitable Holdings's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.24M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.