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HORAN Wealth’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

HORAN Wealth’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 		$829K Hold
34,156
– – 0.08% 110
2025
Q4 		$829K Sell
34,156
-5,997
-15% -$146K 0.13% 94
2025
Q3 		$977K Buy
+40,153
New +$974K 0.15% 90

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 $6.8B AUM 26.96% 1-Year Est. Return

HORAN Wealth's IBDS Position: Q1 2026 in Review

HORAN Wealth held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q1 2026 at 34,156 shares worth $829K. The position accounts for 0.08% of the portfolio, ranked #110.

HORAN Wealth first reported a position in IBDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $977K in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • HORAN Wealth held 34,156 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $829K as of Q1 2026.
  • HORAN Wealth left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.08% of HORAN Wealth's portfolio in Q1 2026, its #110 holding.
  • HORAN Wealth first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • HORAN Wealth's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $977K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.