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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 – 126
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
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
AF
Align Financial Hermantown, Minnesota $176M AUM
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 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
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return