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

Integrated Advisors Network’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	$3.16M	Buy	130,439 +9,171	+8%	+$222K	0.15%	152
2026 Q1	$2.94M	Buy	121,268 +15,575	+15%	+$378K	0.15%	153
2025 Q4	$2.57M	Buy	105,693 +48,714	+85%	+$1.18M	0.11%	191
2025 Q3	$1.39M	Buy	56,979 +1,346	+2%	+$32.6K	0.06%	301
2025 Q2	$1.35M	Buy	55,633 +250	+0.5%	+$6.03K	0.06%	301
2025 Q1	$1.34M	Sell	55,383 -2,302	-4%	-$55.4K	0.07%	276
2024 Q4	$1.38M	Buy	57,685 +34,110	+145%	+$821K	0.07%	259
2024 Q3	$575K	Buy	23,575 +2,734	+13%	+$65.9K	0.03%	437
2024 Q2	$495K	Buy	20,841 +82	+0.4%	+$1.94K	0.03%	450
2024 Q1	$494K	Buy	+20,759	New	+$494K	0.03%	471

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

Integrated Advisors Network's IBDS Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 7.6% in Q2 2026, buying an estimated $222K and bringing the position to 130,439 shares worth $3.16M. The position accounts for 0.15% of the portfolio, ranked #152.

Integrated Advisors Network first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Integrated Advisors Network held 130,439 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.16M as of Q2 2026.
Integrated Advisors Network bought 9,171 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $222K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.15% of Integrated Advisors Network's portfolio in Q2 2026, its #152 holding.
Integrated Advisors Network first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.