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Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$4.26M Buy
176,080
+8,401
+5% +$203K 0.41% 48
2026
Q1 		$4.06M Buy
167,679
+4,477
+3% +$109K 0.4% 52
2025
Q4 		$3.96M Buy
163,202
+3,184
+2% +$77.4K 0.52% 50
2025
Q3 		$3.89M Buy
160,018
+7,503
+5% +$182K 0.54% 51
2025
Q2 		$3.7M Buy
152,515
+1,858
+1% +$44.8K 0.55% 49
2025
Q1 		$3.64M Buy
150,657
+4,878
+3% +$117K 0.57% 44
2024
Q4 		$3.49M Buy
145,779
+19,686
+16% +$474K 0.55% 47
2024
Q3 		$3.07M Buy
126,093
+8,687
+7% +$209K 0.49% 50
2024
Q2 		$2.79M Buy
117,406
+3,791
+3% +$89.7K 0.48% 53
2024
Q1 		$2.7M Buy
113,615
+6,857
+6% +$163K 0.46% 58
2023
Q4 		$2.55M Buy
106,758
+19,338
+22% +$451K 0.48% 58
2023
Q3 		$2.02M Buy
87,420
+13,850
+19% +$323K 0.43% 66
2023
Q2 		$1.73M Sell
73,570
-1,800
-2% -$42.6K 0.35% 72
2023
Q1 		$1.8M Buy
75,370
+6,900
+10% +$163K 0.38% 72
2022
Q4 		$1.6M Buy
68,470
+19,200
+39% +$445K 0.36% 71
2022
Q3 		$1.13M Sell
49,270
-1,000
-2% -$23.9K 0.28% 82
2022
Q2 		$1.2M Sell
50,270
-1,000
-2% -$24.2K 0.29% 78
2022
Q1 		$1.28M Sell
51,270
-400
-0.8% -$10.3K 0.27% 83
2021
Q4 		$1.37M Buy
51,670
+17,870
+53% +$476K 0.28% 82
2021
Q3 		$912K Buy
33,800
+27,925
+475% +$758K 0.2% 93
2021
Q2 		$159K Buy
5,875
+4,875
+488% +$131K 0.03% 184
2021
Q1 		$27K Buy
+1,000
New +$27.2K 0.01% 321

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
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
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBDS Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 5% in Q2 2026, buying an estimated $203K and bringing the position to 176,080 shares worth $4.26M. The position accounts for 0.41% of the portfolio, ranked #48.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDS in Q1 2021 and has held it in 22 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 176,080 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.26M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 8,401 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $203K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.41% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #48 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.