Financial Advisory Corporation’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Financial Advisory Corporation’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	$392K	Buy	16,166 +988	+7%	+$23.9K	0.05%	36
2026 Q1	$368K	Buy	15,178 +105	+0.7%	+$2.55K	0.05%	35
2025 Q4	$366K	Buy	15,073 +218	+1%	+$5.3K	0.05%	38
2025 Q3	$362K	Buy	14,855 +3,910	+36%	+$94.8K	0.05%	37
2025 Q2	$266K	Buy	10,945 +165	+2%	+$3.98K	0.04%	43
2025 Q1	$261K	Buy	+10,780	New	+$259K	0.04%	38

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

Financial Advisory Corporation's IBDS Position: Q2 2026 in Review

Financial Advisory Corporation increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 6.5% in Q2 2026, buying an estimated $23.9K and bringing the position to 16,166 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #36.

Financial Advisory Corporation first reported a position in IBDS in Q1 2025 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Financial Advisory Corporation held 16,166 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $392K as of Q2 2026.
Financial Advisory Corporation bought 988 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $23.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of Financial Advisory Corporation's portfolio in Q2 2026, its #36 holding.
Financial Advisory Corporation first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Financial Advisory Corporation's 13F filing for Q2 2026, filed 9 Jul 2026.