FF Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

FF Advisors’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	$2.14M	Sell	88,149 -57,507	-39%	-$1.4M	0.87%	28
2025 Q4	$3.54M	Buy	145,656 +22,240	+18%	+$540K	1.58%	14
2025 Q3	$3M	Buy	123,416 +8,722	+8%	+$212K	1.44%	16
2025 Q2	$2.78M	Buy	114,694 +3,899	+4%	+$94.1K	1.44%	16
2025 Q1	$2.67M	Buy	110,795 +4,088	+4%	+$98.3K	1.53%	17
2024 Q4	$2.57M	Sell	106,707 -7,349	-6%	-$177K	1.74%	16
2024 Q3	$2.76M	Buy	114,056 +2,689	+2%	+$64.8K	1.78%	18
2024 Q2	$2.64M	Sell	111,367 -1,223	-1%	-$28.9K	1.86%	17
2024 Q1	$2.68M	Buy	112,590 +17,442	+18%	+$415K	1.85%	19
2023 Q4	$2.28M	Buy	+95,148	New	+$2.22M	1.9%	17

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FF Advisors's IBDS Position: Q1 2026 in Review

FF Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 39% in Q1 2026, selling an estimated $1.4M and leaving 88,149 shares worth $2.14M. The position accounts for 0.87% of the portfolio, ranked #28.

FF Advisors first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.54M in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

FF Advisors held 88,149 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.14M as of Q1 2026.
FF Advisors sold 57,507 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.4M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.87% of FF Advisors's portfolio in Q1 2026, its #28 holding.
FF Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
FF Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.54M in Q4 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on FF Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.