IFG Advisory’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

IFG Advisory’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 Q2	$2.11M	Buy	+86,968	New	+$2.1M	0.07%	279
2026 Q1	–	Sell	-64,815	Closed	-$1.57M	–	575
2025 Q4	$1.57M	Buy	64,815 +2,427	+4%	+$59K	0.07%	292
2025 Q3	$1.52M	Buy	+62,388	New	+$1.51M	0.07%	282

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

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

SVWAG

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

IFG Advisory's IBDS Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 86,968 shares worth $2.11M. The stake represents 0.07% of the portfolio and ranks #279 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBDS as recently as Q4 2025.

IFG Advisory first reported a position in IBDS in Q3 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

IFG Advisory held 86,968 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.11M as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new IFG Advisory position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #279 holding.
IFG Advisory first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.