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

Greenspring 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 		$250K Hold
10,316
– – 0.01% 303
2026
Q1 		$250K Hold
10,316
– – 0.02% 269
2025
Q4 		$250K Buy
+10,316
New +$251K 0.02% 260

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Greenspring Advisors's IBDS Position: Q2 2026 in Review

Greenspring Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 10,316 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #303.

Greenspring Advisors first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Greenspring Advisors held 10,316 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $250K as of Q2 2026.
  • Greenspring Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Greenspring Advisors's portfolio in Q2 2026, its #303 holding.
  • Greenspring Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Greenspring Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $250K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.