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Founders Financial Alliance’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-233
Closed -$5.67K – 659
2025
Q3 		$5.67K Buy
+233
New +$5.65K ﹤0.01% 644

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Financial Alliance's IBDS Position: Q4 2025 in Review

Founders Financial Alliance sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 233 shares — an estimated $5.67K sold.

Founders Financial Alliance first reported a position in IBDS in Q3 2025 and held it in 1 quarter. The position peaked at $5.67K in Q3 2025. 415 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

  • Founders Financial Alliance reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 233 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $5.67K.
  • Founders Financial Alliance first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Founders Financial Alliance's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $5.67K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.