Johnson Bixby & Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Johnson Bixby & Associates’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	$851K	Buy	35,119 +263	+0.8%	+$6.36K	0.1%	60
2026 Q1	$845K	Buy	34,856 +242	+0.7%	+$5.88K	0.1%	58
2025 Q4	$840K	Buy	34,614 +486	+1%	+$11.8K	0.1%	59
2025 Q3	$831K	Buy	34,128 +2,204	+7%	+$53.4K	0.11%	55
2025 Q2	$775K	Buy	31,924 +2,235	+8%	+$53.9K	0.11%	53
2025 Q1	$718K	Buy	29,689 +4,309	+17%	+$104K	0.11%	53
2024 Q4	$608K	Buy	25,380 +6,161	+32%	+$148K	0.09%	57
2024 Q3	$468K	Buy	19,219 +4,474	+30%	+$108K	0.07%	71
2024 Q2	$350K	Buy	14,745 +159	+1%	+$3.76K	0.06%	75
2024 Q1	$347K	Buy	14,586 +3,760	+35%	+$89.5K	0.06%	83
2023 Q4	$259K	Buy	10,826 +142	+1%	+$3.31K	0.05%	89
2023 Q3	$247K	Buy	+10,684	New	+$249K	0.05%	86

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

Johnson Bixby & Associates's IBDS Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.75% in Q2 2026, buying an estimated $6.36K and bringing the position to 35,119 shares worth $851K. The position accounts for 0.1% of the portfolio, ranked #60.

Johnson Bixby & Associates first reported a position in IBDS in Q3 2023 and has held it in 12 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Johnson Bixby & Associates held 35,119 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $851K as of Q2 2026.
Johnson Bixby & Associates bought 263 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $6.36K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.1% of Johnson Bixby & Associates's portfolio in Q2 2026, its #60 holding.
Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.