Hancock Whitney’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Hancock Whitney’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	$4.67M	Buy	192,732 +5	+0%	+$121	0.08%	194
2026 Q1	$4.67M	Buy	192,727 +11,825	+7%	+$287K	0.08%	191
2025 Q4	$4.39M	Sell	180,902 -2,484	-1%	-$60.3K	0.08%	193
2025 Q3	$4.46M	Buy	183,386 +8,453	+5%	+$205K	0.08%	183
2025 Q2	$4.25M	Buy	+174,933	New	+$4.22M	0.08%	183

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

Hancock Whitney's IBDS Position: Q2 2026 in Review

Hancock Whitney increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0% in Q2 2026, buying an estimated $121 and bringing the position to 192,732 shares worth $4.67M. The position accounts for 0.08% of the portfolio, ranked #194.

Hancock Whitney first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.67M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Hancock Whitney held 192,732 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.67M as of Q2 2026.
Hancock Whitney bought 5 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $121.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.08% of Hancock Whitney's portfolio in Q2 2026, its #194 holding.
Hancock Whitney first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Hancock Whitney's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.67M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.