BFC Planning, Inc.’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

BFC Planning, Inc.’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	–	Sell	-16,826	Closed	-$408K	–	3460
2026 Q1	$408K	Buy	16,826 +2,564	+18%	+$62.2K	0.02%	639
2025 Q4	$346K	Buy	14,262 +2,538	+22%	+$61.7K	0.02%	665
2025 Q3	$285K	Buy	11,724 +1,849	+19%	+$44.8K	0.02%	547
2025 Q2	$240K	Buy	9,875 +2,183	+28%	+$52.7K	0.02%	572
2025 Q1	$186K	Buy	7,692 +999	+15%	+$24K	0.02%	640
2024 Q4	$160K	Buy	+6,693	New	+$161K	0.01%	695

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 $39.1B AUM 20.96% 1-Year Est. Return

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

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 $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

BFC Planning, Inc.'s IBDS Position: Q2 2026 in Review

BFC Planning, Inc. sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 16,826 shares — an estimated $408K sold.

BFC Planning, Inc. first reported a position in IBDS in Q4 2024 and held it in 6 quarters. The position peaked at $408K in Q1 2026. 419 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

BFC Planning, Inc. reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 16,826 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $408K.
BFC Planning, Inc. first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 6 quarters.
BFC Planning, Inc.'s iShares iBonds Dec 2027 Term Corporate ETF position peaked at $408K in Q1 2026.
419 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.