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

Evolution 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	$3.32K	Buy	+137	New	+$3.31K	﹤0.01%	768

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

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

Evolution Wealth Management opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 137 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings.

416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Evolution Wealth Management held 137 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.32K as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Evolution Wealth Management position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #768 holding.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.