Glenview Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Glenview Trust’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	$18.3M	Buy	754,877 +15,205	+2%	+$368K	0.25%	80
2026 Q1	$17.9M	Sell	739,672 -1,983	-0.3%	-$48.1K	0.28%	74
2025 Q4	$18M	Buy	741,655 +32,999	+5%	+$802K	0.28%	73
2025 Q3	$17.2M	Buy	708,656 +64,928	+10%	+$1.57M	0.27%	78
2025 Q2	$15.6M	Buy	643,728 +44,787	+7%	+$1.08M	0.27%	81
2025 Q1	$14.5M	Buy	598,941 +25,578	+4%	+$615K	0.28%	90
2024 Q4	$13.7M	Buy	573,363 +87,698	+18%	+$2.11M	0.26%	93
2024 Q3	$11.8M	Buy	485,665 +67,442	+16%	+$1.63M	0.23%	98
2024 Q2	$9.92M	Buy	418,223 +88,009	+27%	+$2.08M	0.2%	99
2024 Q1	$7.86M	Buy	330,214 +149,566	+83%	+$3.56M	0.17%	110
2023 Q4	$4.32M	Buy	180,648 +79,091	+78%	+$1.85M	0.11%	136
2023 Q3	$2.35M	Buy	101,557 +24,350	+32%	+$568K	0.06%	163
2023 Q2	$1.81M	Buy	77,207 +17,900	+30%	+$424K	0.05%	179
2023 Q1	$1.41M	Buy	59,307 +49,129	+483%	+$1.16M	0.04%	198
2022 Q4	$238K	Buy	+10,178	New	+$236K	0.01%	400

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

Glenview Trust's IBDS Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2.1% in Q2 2026, buying an estimated $368K and bringing the position to 754,877 shares worth $18.3M. The position accounts for 0.25% of the portfolio, ranked #80.

Glenview Trust first reported a position in IBDS in Q4 2022 and has held it in 15 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Glenview Trust held 754,877 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $18.3M as of Q2 2026.
Glenview Trust bought 15,205 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $368K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.25% of Glenview Trust's portfolio in Q2 2026, its #80 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.