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 Q3	$2.23M	Buy	92,358 +3,847	+4%	+$92.9K	0.04%	153
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDS Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.3% in Q3 2026, buying an estimated $92.9K and bringing the position to 92,358 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #153.

Forvis Mazars Wealth Advisors first reported a position in IBDS in Q2 2020 and has held it in 12 quarters since. 297 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

Forvis Mazars Wealth Advisors held 92,358 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.23M as of Q3 2026.
Forvis Mazars Wealth Advisors bought 3,847 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $92.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #153 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 12 quarters since.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.