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IFP Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

IFP Advisors’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 		$8.98M Sell
370,829
-4,935
-1% -$119K 0.16% 137
2026
Q1 		$9.11M Buy
375,764
+81,818
+28% +$1.99M 0.19% 116
2025
Q4 		$7.14M Buy
293,946
+690
+0.2% +$16.8K 0.16% 133
2025
Q3 		$7.14M Sell
293,256
-10,303
-3% -$250K 0.19% 112
2025
Q2 		$7.37M Buy
303,559
+16,335
+6% +$394K 0.21% 94
2025
Q1 		$6.95M Buy
287,224
+34,229
+14% +$823K 0.21% 97
2024
Q4 		$6.06M Buy
252,995
+8,895
+4% +$214K 0.2% 105
2024
Q3 		$5.95M Buy
244,100
+4,657
+2% +$112K 0.21% 100
2024
Q2 		$5.68M Buy
239,443
+17,251
+8% +$408K 0.23% 95
2024
Q1 		$5.29M Buy
222,192
+12,417
+6% +$296K 0.23% 96
2023
Q4 		$5.02M Buy
209,775
+105,563
+101% +$2.46M 0.24% 90
2023
Q3 		$2.41M Sell
104,212
-10,530
-9% -$246K 0.11% 197
2023
Q2 		$2.69M Sell
114,742
-37,210
-24% -$881K 0.11% 191
2023
Q1 		$3.58M Buy
151,952
+29,740
+24% +$702K 0.16% 129
2022
Q4 		$2.9M Buy
122,212
+113,310
+1,273% +$2.63M 0.08% 266
2022
Q3 		$210K Buy
8,902
+8,139
+1,067% +$194K 0.01% 1371
2022
Q2 		$18K Hold
763
– – ﹤0.01% 2943
2022
Q1 		$18K Buy
+763
New +$19.6K ﹤0.01% 2943
2019
Q1 		– Sell
-8,890
Closed -$207K – 2833
2018
Q4 		$207K Buy
8,890
+1,656
+23% +$38.5K 0.01% 850
2018
Q3 		$170K Buy
7,234
+3,734
+107% +$88.4K 0.01% 1168
2018
Q2 		$83K Buy
+3,500
New +$82.6K ﹤0.01% 1593

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

IFP Advisors's IBDS Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.3% in Q2 2026, selling an estimated $119K and leaving 370,829 shares worth $8.98M. The position accounts for 0.16% of the portfolio, ranked #137.

IFP Advisors first reported a position in IBDS in Q2 2018 and has held it in 21 quarters since. The position peaked at $9.11M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • IFP Advisors held 370,829 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $8.98M as of Q2 2026.
  • IFP Advisors sold 4,935 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $119K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.16% of IFP Advisors's portfolio in Q2 2026, its #137 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2018 and has held it in 21 quarters since.
  • IFP Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $9.11M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.