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

First Manhattan’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	$2.84M	Buy	117,004 +25,635	+28%	+$622K	0.01%	309
2025 Q4	$2.22M	Buy	91,369 +27,419	+43%	+$666K	0.01%	330
2025 Q3	$1.56M	Buy	63,950 +725	+1%	+$17.6K	﹤0.01%	366
2025 Q2	$1.53M	Buy	63,225 +3,800	+6%	+$91.7K	﹤0.01%	359
2025 Q1	$1.44M	Buy	59,425 +24,260	+69%	+$583K	﹤0.01%	341
2024 Q4	$843K	Buy	35,165 +26,790	+320%	+$645K	﹤0.01%	421
2024 Q3	$204K	Buy	+8,375	New	+$202K	﹤0.01%	652

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

First Manhattan's IBDS Position: Q1 2026 in Review

First Manhattan increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 28% in Q1 2026, buying an estimated $622K and bringing the position to 117,004 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #309.

First Manhattan first reported a position in IBDS in Q3 2024 and has held it in 7 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

First Manhattan held 117,004 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.84M as of Q1 2026.
First Manhattan bought 25,635 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $622K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of First Manhattan's portfolio in Q1 2026, its #309 holding.
First Manhattan first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.