Focus Partners Wealth’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Focus Partners Wealth’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	$22.5M	Buy	931,010 +174,879	+23%	+$4.23M	0.02%	483
2026 Q1	$18.3M	Buy	756,131 +24,395	+3%	+$592K	0.02%	521
2025 Q4	$17.8M	Buy	731,736 +423,517	+137%	+$10.3M	0.02%	518
2025 Q3	$7.5M	Buy	308,219 +131,473	+74%	+$3.19M	0.01%	641
2025 Q2	$4.29M	Buy	+176,746	New	+$4.26M	0.01%	719
2025 Q1	–	Sell	-42,892	Closed	-$1.03M	–	885
2024 Q4	$1.03M	Sell	42,892 -12,400	-22%	-$298K	﹤0.01%	1055
2024 Q3	$1.35M	Buy	55,292 +21,020	+61%	+$507K	﹤0.01%	873
2024 Q2	$813K	Buy	34,272 +18,660	+120%	+$441K	﹤0.01%	838
2024 Q1	$372K	Hold	15,612	–	–	﹤0.01%	785
2023 Q4	$374K	Buy	+15,612	New	+$364K	﹤0.01%	627

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

Focus Partners Wealth's IBDS Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 23% in Q2 2026, buying an estimated $4.23M and bringing the position to 931,010 shares worth $22.5M. The position accounts for 0.02% of the portfolio, ranked #483.

Focus Partners Wealth first reported a position in IBDS in Q4 2023 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Focus Partners Wealth held 931,010 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $22.5M as of Q2 2026.
Focus Partners Wealth bought 174,879 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $4.23M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #483 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.