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

Harbor Investment Advisory’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	$3.13M	Buy	129,122 +7,294	+6%	+$176K	0.22%	84
2026 Q1	$2.95M	Buy	121,828 +18,402	+18%	+$447K	0.23%	79
2025 Q4	$2.51M	Buy	103,426 +14,333	+16%	+$348K	0.19%	96
2025 Q3	$2.17M	Buy	89,093 +12,309	+16%	+$298K	0.18%	100
2025 Q2	$1.86M	Buy	76,784 +32,976	+75%	+$796K	0.17%	106
2025 Q1	$1.06M	Buy	43,808 +3,258	+8%	+$78.4K	0.1%	150
2024 Q4	$972K	Buy	40,550 +1,077	+3%	+$25.9K	0.09%	151
2024 Q3	$962K	Buy	39,473 +10,977	+39%	+$265K	0.09%	162
2024 Q2	$676K	Buy	28,496 +6,646	+30%	+$157K	0.07%	195
2024 Q1	$520K	Buy	+21,850	New	+$520K	0.05%	221

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

Harbor Investment Advisory's IBDS Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 6% in Q2 2026, buying an estimated $176K and bringing the position to 129,122 shares worth $3.13M. The position accounts for 0.22% of the portfolio, ranked #84.

Harbor Investment Advisory first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Harbor Investment Advisory held 129,122 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.13M as of Q2 2026.
Harbor Investment Advisory bought 7,294 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $176K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.22% of Harbor Investment Advisory's portfolio in Q2 2026, its #84 holding.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.