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Hilltop Holdings’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Hilltop Holdings’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
2025
Q1 		– Sell
-34,268
Closed -$821K – 879
2024
Q4 		$821K Sell
34,268
-2,062
-6% -$49.6K 0.05% 369
2024
Q3 		$885K Buy
36,330
+1,358
+4% +$32.7K 0.06% 341
2024
Q2 		$830K Buy
34,972
+6,319
+22% +$149K 0.1% 257
2024
Q1 		$682K Buy
28,653
+420
+1% +$10K 0.07% 301
2023
Q4 		$676K Buy
+28,233
New +$659K 0.08% 282

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hilltop Holdings's IBDS Position: Q1 2025 in Review

Hilltop Holdings sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2025, closing a stake of 34,268 shares — an estimated $821K sold.

Hilltop Holdings first reported a position in IBDS in Q4 2023 and held it in 5 quarters. The position peaked at $885K in Q3 2024. 365 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

  • Hilltop Holdings reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Hilltop Holdings sold 34,268 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $821K.
  • Hilltop Holdings first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 5 quarters.
  • Hilltop Holdings's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $885K in Q3 2024.
  • 365 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

Based on Hilltop Holdings's 13F filing for Q1 2025, filed 15 May 2025.