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Horan Securities’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Horan Securities’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
Q2 		$974K Sell
40,147
-2
-0% -$48 0.34% 34
2025
Q1 		$971K Sell
40,149
-352
-0.9% -$8.47K 0.37% 27
2024
Q4 		$970K Sell
40,501
-3,108
-7% -$74.8K 0.37% 26
2024
Q3 		$1.06M Sell
43,609
-2,173
-5% -$52.4K 0.41% 19
2024
Q2 		$1.09M Buy
45,782
+6,218
+16% +$147K 0.47% 12
2024
Q1 		$942K Buy
+39,564
New +$942K 0.44% 18

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horan Securities's IBDS Position: Q2 2025 in Review

Horan Securities reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0% in Q2 2025, selling an estimated $48 and leaving 40,147 shares worth $974K. The position accounts for 0.34% of the portfolio, ranked #34.

Horan Securities first reported a position in IBDS in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2024. 372 funds tracked by Wall St. Rank hold IBDS as of Q2 2025.

  • Horan Securities held 40,147 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $974K as of Q2 2025.
  • Horan Securities sold 2 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2025, an estimated $48.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.34% of Horan Securities's portfolio in Q2 2025, its #34 holding.
  • Horan Securities first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 6 quarters since.
  • Horan Securities's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.09M in Q2 2024.
  • 372 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.