IFC & Insurance Marketing’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-110	Closed	-$3K	–	319
2025 Q4	$3K	Buy	+110	New	+$2.67K	﹤0.01%	587

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

IFC & Insurance Marketing's IBDS Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 110 shares — an estimated $3K sold.

IFC & Insurance Marketing first reported a position in IBDS in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

IFC & Insurance Marketing reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 110 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $3K.
IFC & Insurance Marketing first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3K in Q4 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.