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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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 $6.22B AUM 22.28% 1-Year Est. Return

Harbour Investments's IBDS Position: Q1 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 24% in Q1 2026, buying an estimated $71.7K and bringing the position to 15,138 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #1201.

Harbour Investments first reported a position in IBDS in Q1 2021 and has held it in 19 quarters since. The position peaked at $434K in Q4 2024. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Harbour Investments held 15,138 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $367K as of Q1 2026.
  • Harbour Investments bought 2,954 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $71.7K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1201 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 19 quarters since.
  • Harbour Investments's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $434K in Q4 2024.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.