Ledyard National Bank’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ledyard National Bank’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	$330K	Hold	13,640	–	–	0.03%	204
2026 Q1	$331K	Hold	13,640	–	–	0.03%	191
2025 Q4	$331K	Sell	13,640 -94	-0.7%	-$2.28K	0.03%	191
2025 Q3	$334K	Buy	+13,734	New	+$333K	0.03%	181
2019 Q1	–	Sell	-1,043	Closed	-$24K	–	431
2018 Q4	$24K	Hold	1,043	–	–	﹤0.01%	501
2018 Q3	$25K	Hold	1,043	–	–	﹤0.01%	497
2018 Q2	$25K	Buy	+1,043	New	+$24.6K	﹤0.01%	499

Other funds holding IBDS

HPC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Ledyard National Bank's IBDS Position: Q2 2026 in Review

Ledyard National Bank held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 13,640 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #204.

Ledyard National Bank first reported a position in IBDS in Q2 2018 and has held it in 7 quarters since. The position peaked at $334K in Q3 2025. 212 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Ledyard National Bank held 13,640 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $330K as of Q2 2026.
Ledyard National Bank left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Ledyard National Bank's portfolio in Q2 2026, its #204 holding.
Ledyard National Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2018 and has held it in 7 quarters since.
Ledyard National Bank's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $334K in Q3 2025.
212 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.