Front Row Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Front Row 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	$190K	Buy	7,850 +2,000	+34%	+$48.4K	0.05%	124
2026 Q1	$142K	Buy	5,850 +1,650	+39%	+$40.1K	0.05%	136
2025 Q4	$102K	Hold	4,200	–	–	0.03%	159
2025 Q3	$102K	Buy	4,200 +3,000	+250%	+$72.8K	0.03%	157
2025 Q2	$29.1K	Hold	1,200	–	–	0.01%	257
2025 Q1	$29K	Hold	1,200	–	–	0.01%	261
2024 Q4	$28.8K	Buy	+1,200	New	+$28.9K	0.01%	259

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

Front Row Advisors's IBDS Position: Q2 2026 in Review

Front Row Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 34% in Q2 2026, buying an estimated $48.4K and bringing the position to 7,850 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #124.

Front Row Advisors first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Front Row Advisors held 7,850 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $190K as of Q2 2026.
Front Row Advisors bought 2,000 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $48.4K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of Front Row Advisors's portfolio in Q2 2026, its #124 holding.
Front Row Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.