Harbor Advisory Corp’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Harbor Advisory Corp’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	$2.02M	Buy	83,433 +7,200	+9%	+$175K	0.61%	41
2025 Q4	$1.85M	Buy	76,233 +38,700	+103%	+$940K	0.56%	39
2025 Q3	$914K	Buy	37,533 +2,500	+7%	+$60.6K	0.27%	55
2025 Q2	$850K	Hold	35,033	–	–	0.27%	56
2025 Q1	$847K	Hold	35,033	–	–	0.28%	60
2024 Q4	$839K	Buy	35,033 +5,488	+19%	+$132K	0.28%	62
2024 Q3	$720K	Hold	29,545	–	–	0.24%	64
2024 Q2	$701K	Buy	29,545 +2,850	+11%	+$67.4K	0.24%	63
2024 Q1	$635K	Buy	26,695 +360	+1%	+$8.57K	0.22%	63
2023 Q4	$630K	Hold	26,335	–	–	0.23%	63
2023 Q3	$609K	Buy	+26,335	New	+$615K	0.22%	69

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 $6.8B AUM 26.96% 1-Year Est. Return

Harbor Advisory Corp's IBDS Position: Q1 2026 in Review

Harbor Advisory Corp increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 9.4% in Q1 2026, buying an estimated $175K and bringing the position to 83,433 shares worth $2.02M. The position accounts for 0.61% of the portfolio, ranked #41.

Harbor Advisory Corp first reported a position in IBDS in Q3 2023 and has held it in 11 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Harbor Advisory Corp held 83,433 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.02M as of Q1 2026.
Harbor Advisory Corp bought 7,200 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $175K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.61% of Harbor Advisory Corp's portfolio in Q1 2026, its #41 holding.
Harbor Advisory Corp first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.