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J.E. Simmons & Co’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

J.E. Simmons & Co’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
-10,769
Closed -$261K – 70
2025
Q4 		$261K Buy
+10,769
New +$262K 0.17% 59

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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

J.E. Simmons & Co's IBDS Position: Q1 2026 in Review

J.E. Simmons & Co sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026, closing a stake of 10,769 shares — an estimated $261K sold.

J.E. Simmons & Co first reported a position in IBDS in Q4 2025 and held it in 1 quarter. The position peaked at $261K in Q4 2025. 429 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • J.E. Simmons & Co reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • J.E. Simmons & Co sold 10,769 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $261K.
  • J.E. Simmons & Co first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • J.E. Simmons & Co's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $261K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on J.E. Simmons & Co's 13F filing for Q1 2026, filed 21 Apr 2026.