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Harbour Investments’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Harbour Investments’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 		$328K Sell
13,561
-1,577
-10% -$38.2K ﹤0.01% 1328
2026
Q1 		$367K Buy
15,138
+2,954
+24% +$71.7K 0.01% 1201
2025
Q4 		$296K Sell
12,184
-319
-3% -$7.75K 0.01% 1100
2025
Q3 		$304K Buy
12,503
+1,345
+12% +$32.6K 0.01% 1053
2025
Q2 		$271K Buy
11,158
+98
+0.9% +$2.36K 0.01% 1039
2025
Q1 		$267K Sell
11,060
-7,035
-39% -$169K 0.01% 977
2024
Q4 		$434K Buy
18,095
+1,563
+9% +$37.6K 0.01% 738
2024
Q3 		$403K Buy
16,532
+8,176
+98% +$197K 0.01% 744
2024
Q2 		$198K Buy
8,356
+906
+12% +$21.4K 0.01% 952
2024
Q1 		$177K Buy
7,450
+52
+0.7% +$1.24K 0.01% 967
2023
Q4 		$177K Buy
7,398
+98
+1% +$2.29K 0.01% 908
2023
Q3 		$169K Buy
7,300
+72
+1% +$1.68K 0.01% 848
2023
Q2 		$170K Buy
7,228
+68
+0.9% +$1.61K 0.01% 859
2023
Q1 		$171K Buy
7,160
+43
+0.6% +$1.01K 0.01% 826
2022
Q4 		$166K Buy
7,117
+131
+2% +$3.04K 0.01% 808
2022
Q3 		$167K Hold
6,986
– – 0.01% 763
2022
Q2 		$167K Buy
+6,986
New +$169K 0.01% 763
2021
Q4 		– Sell
-3,584
Closed -$97K – 3116
2021
Q3 		$97K Buy
3,584
+2,841
+382% +$77.1K ﹤0.01% 1391
2021
Q2 		$20K Buy
743
+24
+3% +$647 ﹤0.01% 2345
2021
Q1 		$19K Buy
+719
New +$19.6K ﹤0.01% 2234

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

Harbour Investments's IBDS Position: Q2 2026 in Review

Harbour Investments reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 10% in Q2 2026, selling an estimated $38.2K and leaving 13,561 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Harbour Investments first reported a position in IBDS in Q1 2021 and has held it in 20 quarters since. The position peaked at $434K in Q4 2024. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Harbour Investments held 13,561 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $328K as of Q2 2026.
  • Harbour Investments sold 1,577 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $38.2K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1328 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $434K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.