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

First Horizon 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
2025 Q2	$204K	Hold	8,392	–	–	0.01%	514
2025 Q1	$203K	Hold	8,392	–	–	0.01%	511
2024 Q4	$201K	Buy	8,392 +5,324	+174%	+$128K	0.01%	524
2024 Q3	$74.8K	Hold	3,068	–	–	﹤0.01%	825
2024 Q2	$72.8K	Buy	3,068 +101	+3%	+$2.39K	﹤0.01%	774
2024 Q1	$70.6K	Hold	2,967	–	–	﹤0.01%	800
2023 Q4	$71K	Sell	2,967 -1,377	-32%	-$32.1K	﹤0.01%	779
2023 Q3	$101K	Buy	+4,344	New	+$101K	﹤0.01%	620
2023 Q2	–	Sell	-543	Closed	-$12.9K	–	2488
2023 Q1	$12.9K	Hold	543	–	–	﹤0.01%	1452
2022 Q4	$12.7K	Hold	543	–	–	﹤0.01%	1447
2022 Q3	$12K	Hold	543	–	–	﹤0.01%	1437
2022 Q2	$13K	Hold	543	–	–	﹤0.01%	1469
2022 Q1	$14K	Buy	+543	New	+$13.9K	﹤0.01%	993
2021 Q4	–	Sell	-26	Closed	–	–	2335
2021 Q3	$0	Hold	26	–	–	﹤0.01%	2345
2021 Q2	$0	Hold	26	–	–	﹤0.01%	2030
2021 Q1	$0	Buy	+26	New	+$708	﹤0.01%	1935

Other funds holding IBDS

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

First Horizon Advisors's IBDS Position: Q2 2025 in Review

First Horizon Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2025 at 8,392 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #514.

First Horizon Advisors first reported a position in IBDS in Q1 2021 and has held it in 16 quarters since. 371 funds tracked by Wall St. Rank hold IBDS as of Q2 2025.

First Horizon Advisors held 8,392 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $204K as of Q2 2025.
First Horizon Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2025.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #514 holding.
First Horizon Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 16 quarters since.
371 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.