JIR
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James Investment Research’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

James Investment Research’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 		$1.42M Sell
58,435
-1,993
-3% -$48.4K 0.16% 134
2025
Q4 		$1.47M Buy
60,428
+241
+0.4% +$5.86K 0.16% 123
2025
Q3 		$1.46M Sell
60,187
-2,656
-4% -$64.4K 0.16% 125
2025
Q2 		$1.53M Sell
62,843
-1,068
-2% -$25.8K 0.18% 119
2025
Q1 		$1.55M Buy
63,911
+17,643
+38% +$424K 0.2% 114
2024
Q4 		$1.11M Sell
46,268
-110
-0.2% -$2.65K 0.13% 137
2024
Q3 		$1.13M Sell
46,378
-3,441
-7% -$82.9K 0.13% 148
2024
Q2 		$1.18M Buy
49,819
+38,719
+349% +$916K 0.14% 136
2024
Q1 		$264K Buy
+11,100
New +$264K 0.03% 272

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return