Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Forvis Mazars Wealth 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 Q2	$2.14M	Hold	88,511	–	–	0.04%	149
2026 Q1	$2.15M	Hold	88,511	–	–	0.04%	144
2025 Q4	$2.15M	Buy	88,511 +15,521	+21%	+$377K	0.04%	150
2025 Q3	$1.78M	Sell	72,990 -7,392	-9%	-$179K	0.04%	162
2025 Q2	$1.95M	Buy	80,382 +13,368	+20%	+$323K	0.04%	157
2025 Q1	$1.62M	Buy	67,014 +14,443	+27%	+$347K	0.04%	169
2024 Q4	$1.26M	Buy	+52,571	New	+$1.27M	0.03%	199
2024 Q3	–	Sell	-53,531	Closed	-$1.29M	–	204
2024 Q2	$1.27M	Buy	+53,531	New	+$1.27M	0.03%	192
2024 Q1	–	Hold	0	–	–	–	212
2023 Q4	–	Hold	0	–	–	–	256
2023 Q3	–	Hold	0	–	–	–	260
2023 Q2	–	Hold	0	–	–	–	361
2023 Q1	–	Hold	0	–	–	–	331
2022 Q4	–	Hold	0	–	–	–	327
2022 Q3	–	Hold	0	–	–	–	337
2022 Q2	–	Hold	0	–	–	–	301
2022 Q1	–	Hold	0	–	–	–	222
2021 Q4	–	Hold	0	–	–	–	206
2021 Q3	–	Hold	0	–	–	–	202
2021 Q2	–	Hold	0	–	–	–	201
2021 Q1	–	Sell	-8,000	Closed	-$218K	–	231
2020 Q4	$221K	Hold	8,000	–	–	0.01%	338
2020 Q3	$217K	Hold	8,000	–	–	0.01%	303
2020 Q2	$216K	Buy	+8,000	New	+$208K	0.01%	291
2019 Q4	–	Hold	0	–	–	–	277
2019 Q3	–	Hold	0	–	–	–	251

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

Forvis Mazars Wealth Advisors's IBDS Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 88,511 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #149.

Forvis Mazars Wealth Advisors first reported a position in IBDS in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Forvis Mazars Wealth Advisors held 88,511 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.14M as of Q2 2026.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2020 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.15M in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.