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

Kozak & 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
2025
Q4 		– Sell
-563
Closed -$13.7K – 447
2025
Q3 		$13.7K Buy
+563
New +$13.7K ﹤0.01% 223

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kozak & Associates's IBDS Position: Q4 2025 in Review

Kozak & Associates sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2025, closing a stake of 563 shares — an estimated $13.7K sold.

Kozak & Associates first reported a position in IBDS in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 415 funds tracked by Wall St. Rank hold IBDS as of Q4 2025.

  • Kozak & Associates reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 563 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2025, an estimated $13.7K.
  • Kozak & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $13.7K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.