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 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 $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Front Row Advisors's IBDS Position: Q1 2026 in Review

Front Row Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 39% in Q1 2026, buying an estimated $40.1K and bringing the position to 5,850 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #136.

Front Row Advisors first reported a position in IBDS in Q4 2024 and has held it in 6 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Front Row Advisors held 5,850 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $142K as of Q1 2026.
Front Row Advisors bought 1,650 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $40.1K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of Front Row Advisors's portfolio in Q1 2026, its #136 holding.
Front Row Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.