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

Horizons Wealth Management’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	$273K	Buy	11,277 +1,047	+10%	+$25.4K	0.18%	56
2025 Q4	$248K	Hold	10,230	–	–	0.16%	60
2025 Q3	$249K	Hold	10,230	–	–	0.17%	59
2025 Q2	$248K	Hold	10,230	–	–	0.18%	61
2025 Q1	$247K	Buy	10,230 +1,589	+18%	+$38.2K	0.18%	58
2024 Q4	$207K	Buy	8,641 +941	+12%	+$22.7K	0.16%	62
2024 Q3	$188K	Buy	7,700 +53	+0.7%	+$1.28K	0.14%	64
2024 Q2	$183K	Hold	7,647	–	–	0.14%	65
2024 Q1	$183K	Hold	7,647	–	–	0.12%	65
2023 Q4	$183K	Buy	7,647 +883	+13%	+$20.6K	0.12%	65
2023 Q3	$157K	Hold	6,764	–	–	0.11%	67
2023 Q2	$159K	Hold	6,764	–	–	0.11%	68
2023 Q1	$161K	Hold	6,764	–	–	0.12%	63
2022 Q4	$158K	Buy	6,764 +4,350	+180%	+$101K	0.13%	65
2022 Q3	$56K	Hold	2,414	–	–	0.05%	74
2022 Q2	$59K	Buy	+2,414	New	+$58.3K	0.05%	75

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Horizons Wealth Management's IBDS Position: Q1 2026 in Review

Horizons Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 10% in Q1 2026, buying an estimated $25.4K and bringing the position to 11,277 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #56.

Horizons Wealth Management first reported a position in IBDS in Q2 2022 and has held it in 16 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Horizons Wealth Management held 11,277 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $273K as of Q1 2026.
Horizons Wealth Management bought 1,047 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $25.4K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.18% of Horizons Wealth Management's portfolio in Q1 2026, its #56 holding.
Horizons Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.