Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-5,160	Closed	-$126K	–	123
2025 Q3	$126K	Hold	5,160	–	–	0.06%	53
2025 Q2	$125K	Hold	5,160	–	–	0.06%	51
2025 Q1	$125K	Hold	5,160	–	–	0.07%	47
2024 Q4	$124K	Hold	5,160	–	–	0.07%	49
2024 Q3	$126K	Hold	5,160	–	–	0.07%	50
2024 Q2	$123K	Hold	5,160	–	–	0.08%	50
2024 Q1	$123K	Hold	5,160	–	–	0.08%	50
2023 Q4	$123K	Buy	+5,160	New	+$120K	0.09%	39

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDS Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 5,160 shares — an estimated $126K sold.

Koesten Hirschmann & Crabtree first reported a position in IBDS in Q4 2023 and held it in 8 quarters. The position peaked at $126K in Q3 2024. 415 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 5,160 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $126K.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $126K in Q3 2024.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.