Foster Dykema Cabot & Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Foster Dykema Cabot & Partners’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 Q1	–	Sell	-2,500	Closed	-$59.9K	–	358
2024 Q4	$59.9K	Hold	2,500	–	–	﹤0.01%	194
2024 Q3	$60.9K	Buy	+2,500	New	+$60.2K	0.01%	202

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foster Dykema Cabot & Partners's IBDS Position: Q1 2025 in Review

Foster Dykema Cabot & Partners sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2025, closing a stake of 2,500 shares — an estimated $59.9K sold.

Foster Dykema Cabot & Partners first reported a position in IBDS in Q3 2024 and held it in 2 quarters. The position peaked at $60.9K in Q3 2024. 366 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

Foster Dykema Cabot & Partners reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 2,500 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $59.9K.
Foster Dykema Cabot & Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and held it in 2 quarters.
Foster Dykema Cabot & Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $60.9K in Q3 2024.
366 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2025, filed 9 May 2025.